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Timothy D

Series 63, Series 65

Ball Ground, GA

Lincoln Investment

Timothy Duffy is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Equities Corporation for 16 years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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