Our Financial Representatives:

Louis Manon has his MBA and is a CERTIFIED FINANCIAL PLANNER™ professional.  He holds FINRA Securities Registrations  7, 24, and 66. 

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 offered through Lincoln Investment and Capital Analysts, Registered Investment Advisers.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com