Alberto Gaglianese, AGT - Lincoln Investment Planning

Spanning five decades, from its inception in 1968 as one of the original financial planning broker/dealers and into the 21st Century, Capital Analysts Incorporated has had a tradition of excellence and personalized service. The company has set trends in the industry, and pioneered the concepts of multi-tiered asset allocation, proprietary mutual fund research and open architecture asset management programs. CAI has a history of financial strength and stability, and has been so successful in what it does that a recent survey of its financial advisors by an independent consulting firm showed that an overwhelming 96 percent felt the company was meeting or exceeding expectations.

Established in 1968, Lincoln Investment Planning is a full-service broker that provides retirement products and services to individuals and employers. It maintains a network of more than 60 branch offices in the United States. The company features fixed- and adjustable-rate annuity assets, mutual funds, stocks, and corporate, government and municipal bonds. It offers life, disability and long-term care insurance options. Lincoln Investment Planning provides asset allocation, risk management, investment selection, communications support, administration and recordkeeping services. In partnership with Pershing, it offers execution and clearance of individual securities transactions. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). It employs a work force of over 600 people.

Fernando Gonzalez is a loan officer associated with Citizens Bank, offering mortgage services in Fort Washington, PA. The bank provides various mortgage options, requiring a consumer checking account with automatic monthly payments and e-statement enrollment for potential rate discounts. Citizens Bank operates as an equal housing lender, committed to responsible lending practices while ensuring transparency and customer service. All loans are subject to approval, with specific terms and conditions applicable to various loan programs. Generated from the website