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Mutual Funds provide investors a way to have professionally managed, diversified investments at a reasonable price. There is a Mutual Fund available for virtually any type of investment objective.

Investment opportunities available:

  • Traditional and Roth IRAs
  • UGMA and 529 plans – College Savings Accounts
  • 401K – Retirement Plan
  • SEP – Self-Employed Retirement Plan
  • SIMPLE – Small Business Retirement Plan
Securities and advisory services provided through representatives of Lincoln Financial Securities Corporation. Member NASD/SIPC. NOT insured by the FDIC. NOT a bank deposit. NO bank guarantee. May lose value.

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