Lincoln Financial Advisors, including the Sagemark Consulting division, is an independent broker-dealer with a national network of financial professionals dedicated to fostering long-term client relationships. Offering a diverse range of products and specialized support, their team provides integrated, personalized solutions and fee-based financial planning for individuals, business owners, professionals, executives, and retirees.
Clients can access their positions, balances, account statements, and tax documents through Wealthscape Investor, while OmniSource offers consolidated statements and performance reporting for a comprehensive view of finances. Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, affiliates of Lincoln Financial Group, provide securities and investment advisory services, with a commitment to personalized affiliation options and a client-focused culture.
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