Lincoln Investment Planning

Welcome to Merrill Lynch in Lake Mary, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Timothy Plan, based in Maitland, FL, is a family of mutual funds and ETFs that specializes in Biblically Responsible Investing. With over twenty years of experience, they have been helping investors achieve their financial goals while adhering to their moral values. Timothy Plan's funds are filtered to ensure that no money is invested in companies that violate their pro-life, pro-family standards, making them a trusted choice for those seeking to align their investments with their Christian beliefs. As pioneers in Biblically Responsible Investing, Timothy Plan offers a range of investment options, including twelve mutual funds, four ETFs, and five asset classes. Their funds are managed by over forty individual money managers, providing investors with the ability to fully diversify their portfolios. With a commitment to Kingdom Impact Investing, Timothy Plan aims to make a positive difference by investing in companies that uphold biblical principles and do not engage in activities contrary to scripture.Generated from the website