Gloria Purinton and Lawrence Raffalovich

Lincoln Investment Planning is a trusted financial services firm that has been assisting investors, advisors, and employers for over 55 years. They offer a wide range of quality investment, insurance, and retirement products, along with personalized support, to help individuals achieve their long-term financial goals. With a focus on empowering their advisors and providing innovative technology solutions, Lincoln Investment Planning is dedicated to helping clients feel financially secure throughout their lifetime. They specialize in retirement planning, including exclusive options for educators and non-profit employees, and emphasize the importance of a well-constructed financial plan to navigate life's events and prepare for retirement.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The Albany Pyramid Agency is an independent insurance agency combined with the Pyramid Funds Corporation, which serves as an independent broker-dealer. Together, they offer a range of services aimed at helping clients build a secure financial future, addressing needs such as retirement planning, education savings, tax reduction, and elder care. Emphasizing the importance of a well-constructed financial plan, the agency advises clients to carefully consider investment objectives, risks, charges, and expenses before making investment decisions. Additionally, clients are informed that investments are not FDIC-insured, nor guaranteed by a bank, which entails potential value loss. Generated from the website