Lincoln Investment is a prominent broker-dealer with nearly five decades of industry experience, specializing in delivering tailored investment strategies. With over 800 financial advisors across the U.S., they serve approximately 270,000 clients, managing assets totaling $24.7 billion. Each client relationship is prioritized, reflecting Lincoln Investment's commitment to personalized service. As one of the fastest-growing independent broker-dealers, they offer investment, wealth management, and retirement planning services to corporations, educational institutions, and high-net-worth individuals, aiming to help clients achieve their financial objectives while mitigating risk.
Legend Group Holdings is a Florida-based company specializing in investment and retirement planning services tailored for employer groups. The firm offers a range of financial solutions, including investment services for retirement savings, education savings plans, and insurance needs. Additionally, it focuses on income generation and professional portfolio management, aiming to help clients achieve their financial objectives through comprehensive planning and investment strategies.
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