Lincoln Investment Planning, LLC.

L Bro 

on Google

6 months ago

I initiated a rollover to a different financial planner in early December. It is mid-March, and Lincoln Financial Planning still has not executed the request. Each time I call to see why the transaction has not processed, they have given me a different answer and a new hoop to jump through. I've requested to be kicked up to a manager, but they are never "available". I feel like I'm being Madoffed, and I wonder if my money is really there. I'm filing a complaint with FINRA. 

jenna marcus 

on Google

7 months ago

I had a terrible experience trying to transfer my funds to a different brokerage. My new broker, who has years of experience, said this was the most difficult transfer process he had ever encountered due to the lack of cooperation in providing the necessary documents. Additionally, I requested records for stocks purchased four years ago to file my taxes, but my former broker refused to provide them. She claimed she no longer had access, despite IRS regulations requiring brokers to retain these records for at least five years... read more

Debra Moffatt 

on Google

7 months ago

I have no idea how this place stays in business. No one answers the phone, no one returns a message. I question whether they are a legitimate business. 

TWY Events 

on Google

8 months ago

I called several times and left messages and no one returned my calls. I sent a document in December and still no one responded. So I called to follow up. I even emailed one of the reps. To no avail. I’m very disappointed. 

Jess R 

on Google

8 months ago

No consideration for their clients privacy or secured documents. I've been receiving mail for one of their clients for more than five years and I've attempted many times to tell them that person doesn't live here and they haven't changed anything. Horrible customer service and terrible privacy and security protocols. Also clearly aren't following up with clients.