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“Pam is amazing! It was such a pleasure to work with her through a multi-month engagement. Pam helped my family with our estate planning, short and long term wealth management, and guidance on a tax strategy.
Her knowledge of a wide range of topics helped guide us through the myriad of questions we had. Our complexity of assets through international and local investments along with a desire to maximize short and long term gains was a breeze for Pam.
Pam also did a great job of finding referrals for us as we required additional assistance outside of her scope. She is thorough in all the work she helped with!”
8:30AM - 5PM
2277 Fair Oaks Blvd Suite 150, Sacramento
Investing
“Great service from Mathew in a beautiful , professional atmosphere. He was kind, friendly, and extremely knowledgeable. Additionally, he was very caring about our financial situation and offered wonderful financial advice and planning.”
“I went to an enlightening seminar (pre-covid) and the speaker had lots of knowledge to share. I listen to them on the radio also, and the podcasts are ripe with information. Some of the callers are at a quandary on what to do and others have so much money they need a guiding light.You can select the podcast interesting to you if you miss the program airing. I always try to listen live, but sometimes life happens and we are fortunate to have podcasts available.Thank you so much for being so available with your wisdom and availability.”
8:30AM - 5PM
525 Fulton Ave, Sacramento
Investing
“Carrie was so helpful. I had to go there twice due to a mistake maybe on both my part and the part of a worker from another location. I could have misunderstood and maybe the explanation wasn't the best. Either way Carrie helped me out and got everything fixed. I think it took 3 hours the first day and a week later was super easy. They seemed to be short staffed so make sure you have an appointment. I didn't and the second time I tried to call to make an appointment but no one picked up the phone. So I just went in super early and had no issues. Parking is easy and plenty of them.”
9AM - 5PM
7850 Kingswood Dr, Citrus Heights
Investing
“Customer service is good. Most of the time I use this branch and I am happy. Just one day I got appointment online for Saturday morning. when I arrived on time, I saw the Bank was closed and many people were came and nobody answered and no information about why they give us appointments and then they were closed? But I still like this branch and that was happened just one time for me.”
“My husband and I have been using Lincoln Financial for over 20 years. Thanks to their advice, we were able to put a little away monthly and have saved a lot of money including a 529 plan for our daughter. Briggs Matsko, and now Frank Cockrell have given us excellent advice which caused our smallish investment to grow significantly! Very grateful to this company and I would (and have) recommend them to anyone. Also, we have experienced excellent customer service.”
Investing
Investing
Investing
Investing
“Amazing customer service by Jonathon, He was very nice and very patient answering my 1000 questions :D …. He was very professional, had a smile on his face always …. I appreciate his full attention, politeness and time … A ++++ service .. I was worried coming to this branch after reading some of the reviews.”