114 West 47th Street, Suite 1820
New York, New York 10036
Ph: 212.309.9898 | Direct: 646.793.4922
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Business Owners

Most people do not have someone who is focused on listening to them – especially regarding their business and wealth. We know what people need most is to have someone who cares to ask the right questions and truly listen in order to understand and develop appropriate solutions. Our team will take the time to listen and understand because we do care deeply about our clients and the financial solutions we design on their behalf.


Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.