Lincoln Investment Planning, Inc.

Lincoln Investment Planning was established in 1968 with a focus on the retirement planning needs of educators and employees of non-profit organizations. At a time when fixed products were the only investment vehicles available to educators, Lincoln Investment introduced variable investment products to expand their menu of choice and potential opportunity to retire well. 1969 Lincoln Investment obtained its first major contract with the Philadelphia School District. More than 38 years later, Lincoln Investment continues this relationship. In 1974, Lincoln Investment was one of the first companies to offer mutual funds as a 403(b) investment alternative to employees. And in 1978 the company began investment counseling for employees retiring from the Public School Employees Retirement System. Lincoln Investment offers more than 1,000 mutual funds and a menu of risk management strategies, as well as fee-based investment management. The company has nearly 400 brokers who collectively have more than $4 billion in assets under management. Over the years, Lincoln Investment expanded its focus to include individuals, employers, corporations, endowments and foundations. The company claims a commitment to helping investors build wealth to satisfy a lifetime of investment and retirement needs.If you suffered investment losses, please contact us or communicate with a Dimond Kaplan & Rothstein, P.A. attorney at 888-578-6255 or for a free case evaluation.

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Miami Office
Grand Bay Plaza
2665 S. Bayshore Drive
Penthouse 2B
Miami, FL 33133
Telephone: 786.628.8236

Los Angeles Office
Available by Appointment
2029 Century Park East
Century Plaza Tower
Suite 400N
Los Angeles, CA 90067
Telephone: 424.544.7930

New York City Office
Available by Appointment
14 Wall St, 20th Floor
New York, NY 10005
Telephone: 917.382.5217

West Palm Beach Office
Northbridge Centre
515 N. Flagler Drive, Suite P-300
West Palm Beach, FL 33401
Telephone: 561.475.2887

Detroit Office
41000 Woodward Avenue,
Suite 350 East
Bloomfield Hills, Mi 48304
Telephone: 248.368.0182