CALIFORNIA CONSUMER

We are a financial advisory firm specializing in wealth management and preservation, tax reduction, business succession, exit planning, and wealth transfer strategies for high net worth clients... The Lincoln Financial Advisors philosophy - Serve First, Last and Always SM - drives the way we do business. We believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to help our clients to take action; competency based on continuing education and training; coordination of national resources on terms that benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First." And these are the commitments we make to each of our clients.

Primary location: Paramus United States