Lincoln Financial Services was founded in 1976 with a focus on providing financial services to groups and individuals throughout Colorado with the philosophy of working for the client not a company. Since then, we has grown to become a respected leader in financial services in Colorado, currently providing solution services for hundreds of clients in Denver and the surrounding areas.
Our primary focus is providing a solutions-based approach to financial services and consultation. Through extensive research and years of experience, we have partnered with the “best-in-class†solution providers, allowing for us to take a consultative approach for our clients. Using this approach, we can recommend solutions that best fit the client’s requirements instead of trying to apply a solution that is not suited to their needs.
While our consultative approach is rare, our key differentiator is our approach to customer service. In contrary to most providers today, we believe in the “human†approach to service delivery and exceeding our client’s expectations whenever possible… We are local and our phone is answered by real people, not a system. Whether it is a simple issue or complex, we will take every step necessary to ensure our customers are taken care of as business partners, quickly and professionally.
Furthermore, our brokers are proactive in their relationship with their clients, touching base regularly to ensure that our service is in-line with the clients business needs.
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794
Investment Advisory services offered through O.N. Investment Management Company