Watertown, NY Office

Team
Updated today

Client AUM

$21,723,445,661

Clients

138,132

Advisors

2

Of 333 advisors across 305 offices

Location

636 Coffeen St.

Watertown NY 13601

Advisors at this office

2

Advisors at this office

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Douglas D

Series 63

Watertown, NY

Lincoln Investment

Douglas Dier is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked with Legend Advisory Corporation and Legend Equities Corporation, and serves as president of Dier Agency, Inc., which sells property and casualty insurance. Additionally, he is a member of the board of directors for the Thousand Islands Bridge Authority. 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 a range of financial planning and retirement plan services, employing both strategic and tactical investment approaches through in-house and third-party strategies.

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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George S

Series 63, Series 65

Watertown, NY

Lincoln Investment

George Simser is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017. Prior to that, he spent significant time with Legend Advisory Corporation and Legend Equities Corporation. 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, ERISA retirement plan advice, and a range of investment programs that combine in-house and third-party strategies 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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