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Lincoln Investment Planning Email Addresses

Bio
Lincoln Investment Planning, Inc. is an independent, full-service broker/dealer that provides quality investment and retirement products and services to individuals and employers. Our focus has always been to identify the current and anticipated investment needs of our clients, and to help them successfully plan to meet these needs. In doing so we have developed a reputation for high-tech, innovative service that has made us an industry leader specializing in the 403(b) retirement plan marketplace. As a pioneer in the 403(b) market, Lincoln has serviced schools and other non-profit organizations for over 30 years. In 1974, Lincoln received a boon when the Employee Retirement Income Security Act (ERISA) allowed new investment vehicles within 403(b) plans. Lincoln welcomed this new legislation, and responded by developing services and products to help 403(b) plan participants take advantage of the new investment opportunity. Today, our leadership in the 403(b) and related markets enables us to successfully serve organizations in the for-profit sector as well, and includes 401(k) and other for-profit retirement plans.
Traffic
https://lincolninvestment.com is one of the top 400,000 websites globally.
Country
Lincoln Investment Planning is based in Fort Washington, Pennsylvania, United States.
Employees
Has around 600 employees.
Founded
Founded in 1968.

People working at Lincoln Investment Planning:

Patrick ForstFinancial Advisor
Kristin MaasTalent Acquisition Specialist
Thomas LakatosVice President
Robin FiteDirector, Technology Product Management
Anne WerthFinancial Advisor
Eric GiosaInvestment Advisor Representative
Jamie BurrFinancial Advisor
Steve FlaxSenior Vice President of Human Resources
Daniel AuriemmaFinancial Advisor
Barry DervinFinancial Advisor
Walter AltorferInvestment Adviser Representative
Stephen HayesFinancial Advisor
Sr.***@lincolninvestment.com
Steve QuickelTechnology Consultant
Peter Pabon**********@lincolninvestment.com
Joe NelsonPresident, Nelson Financial Solutions, Inc
Gideon WalshFacilities Manager
Katie BittingDirector, Technology Product Owner Team
A. Pearce*******@lincolninvestment.com
Guru Rao****@lincolninvestment.com
Shaun BetitManager, Information Technology Support and Voice Administrator
Christopher KelmVice President Operations
Edward Forst Jr.******@lincolninvestment.com
N. Caldwell*********@lincolninvestment.com
K. Delorenzo**********@lincolninvestment.com

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