Bruce Linger and Sy Green

When life demands a broader financial perspective; it's time to change your vantage point.

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything- from complex investments products to elaborate tax laws- is required.
Our qualified team can help to ensure that all of your objectives are met. With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We’re here to help you find the solutions toward realizing your financial goals.
Throughout the financial planning process, we never lose sight of one essential element- personal service. Our team guarantees you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for financial success. When you partner with us, you work with a team of professionals in investment and retirement planning, education funding, insurance protection, and estate and business success planning.

“The best thing about the future is that it comes only one day at a time.”
Abraham Lincoln

Access Account

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help.

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Income Positioning System

We believe most Americans should have their basic needs covered by stable sources of income for a lifetime. Ask your financial advisor today to show you how Income Positioning System can help you create a retirement income strategy. It's one of the ways that Lincoln can help secure your financial future.

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Newsletters

We are consistently working to expand our knowledge, our offerings and our ability to give back to the community at large. As such we wanted to provide you with an archive of our current efforts that have been released to the public, as well as the efforts of our fellow Lincoln members across the country.

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