Cobleskill, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$21,723,445,661
ClientsTotal clients
138,132
AdvisorsAdvisors at this office
2
Of 884 advisors across 151 offices
Location
2668 State Route 7, Suite 31
Cobleskill NY 12043-9802
Advisors at this office
2
Advisors at this office
Elliott F
Cobleskill, NY
Lincoln Investment
Elliott Friedman is a financial advisor with Lincoln Investment, holding 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1989 and also has a longstanding role as a substitute teacher in the Rome City School District since 1983. Additionally, he serves as treasurer for Adas Israel Cemetery. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both in-house and third-party strategies overseen by its Investment Management & Research team.
Barbara B
Series 63
Cobleskill, NY
Lincoln Investment
Barbara Becker is a financial advisor at Lincoln Investment in Cobleskill, NY, holding a Series 63 designation with 19 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2008. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and tactical investment approaches.
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