Lincoln Investment Planning 1606 Carmody Court, Sewickley, PA 15143

Lincoln Investment Planning, located at 1606 Carmody Court in Sewickley, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. With a focus on offering quality investment, insurance, and retirement products, Lincoln Investment empowers their advisors to provide the service and support needed for success.

In an exciting development, Lincoln Investment is expanding their partnership with BNY Mellon’s Pershing to enhance their custodial platform and provide financial professionals with access to Pershing X’s Wove wealth management platform. This technology suite will offer advanced solutions to support advisors in their work.

For educators and non-profit employees, Lincoln Investment offers expertise in 403(b) tax-sheltered accounts, helping individuals turn savings into investments and secure their financial well-being. With over 55 years of experience in this area, Lincoln Investment is a trusted partner for retirement planning.

With a commitment to personalized service, Lincoln Investment advisors work closely with clients to create tailored strategies based on individual needs, comfort levels, and financial objectives. The institution also prioritizes advisor success, offering flexibility and freedom of choice in conducting business.

Joining the ranks of over 4,000 employers who trust Lincoln Investment, clients can feel confident in the products and services offered by the institution. Whether seeking investment advice, insurance solutions, or retirement planning, Lincoln Investment is dedicated to helping clients achieve financial security.

Advisory services are offered through Capital Analysts or Lincoln Investment, registered investment advisers, with securities provided by Lincoln Investment Broker-Dealer, a member of FINRA/SIPC. Please note that tax, legal, and Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts. For more information, visit Lincoln Investment at 601 Office Center Drive, Suite 300 in Fort Washington, PA.