Our Services

Our Financial Representatives:

Ian T. Prymak is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA®  (Chartered Financial Analyst) professional.  He holds FINRA Securities Registrations 6, 7, 24, 63, and 65. 

Ben Mancarella holds FINRA Securities Registrations 7 and 66.

 

RETIREMENT SERVICES

403(b)(7) Deferred Compensation Plans

457 Deferred Compensation Plans  

Traditional and ROTH IRAs 

SEP/Simple and Profit Sharing Plans

Financial Planning

Non-qualified Deferred Compensation Plans

401(a)/401(k) Deferred Compensation Plans 

Life Insurance and Long Term Care Products 

                    

INVESTMENT SERVICES*

Mutual Funds

Managed Accounts

Money Market Funds 

College Saving Accounts

Fixed and Variable Annuities

Tax Deferred Investments

Tax Free Investments

Tax Managed or Tax-Efficient Investments

Individual Securities & Brokerage (stocks & bonds)

 

*Advisory Services and Securities offered through Lincoln Investment, Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com