United Brokerage Services Inc

United Brokerage Services Inc We aim to help create, keep and pass on wealth through great service and integrity. United Brokerage Services, Inc. www.lincolninvestment.com.

United Brokerage Services provides both Client and Financial Professional Sales support. We are an Independent Marketing Organization that provides case design, product training, and competitive investment products direct from the insurance companies to offer you top contracts available. It is our mission to help create, keep and pass on wealth through service and integrity. We continually introdu

ce new and innovative financial strategies to the market place. Not only do we provide unique investment products, we offer the tools and the concepts necessary to succeed. works with financial professionals and clients on concepts relating to retirement and estate planning. We help identify their financial goals and implement a program to achieve these goals. In addition, we support our clients through three phases: First, we assess, analyze and evaluate all pieces of their financial picture and develop a financial plan with a strategy. Second, we support in the implementation and execution of the plan we have agreed upon. Third, we continue to monitor and track their financial plan. We use our independent status to gain access to what we think are the best products in the marketplace to achieve our clients objectives. We offer Wealth Transfer strategies, Legacy Building solutions, Asset Accumulation, Retirement and Income Planning. Most importantly, we are independent, so we can offer an unlimited array of financial products that fit your needs. Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. and the above companies are independent and non-affiliated.

06/17/2026

The Wall Street Journal asked a group of economists and personal finance authors about financially supporting adult children—including their own.

06/15/2026

Retire at 39 with $1 million, and your money could last decades—or run out before you hit 50.

06/10/2026

Households with median incomes are far short of being able to afford the payments on median houses, according to an index of home affordability. Forecasters at Oxford Economics expect home affordability to continue to decline over the next decade.

06/08/2026

After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows.

06/03/2026

More than one-third of US workers have an employer with little to no stake in their future. For companies that need flexibility, there are better solutions.

06/01/2026

Discover common credit card mistakes young borrowers make and learn tips on how to use cards effectively for building credit.

05/27/2026

Recruiting digital natives with critical thinking skills is crucial.

05/25/2026

A new study of health and wellness influencers found that many sharing health advice online are coaches or entrepreneurs.

05/20/2026

A defined contribution plan is a qualified employer-sponsored retirement plan that provides each participating employee with an individual plan account earmarked for the employee. Depending on the type of defined contribution plan, plan contributions may be made by (1) only the employer (e.g., a pro...

05/18/2026

Millennial daughters are depleting their savings to care for aging boomer parents

Address

Plymouth, MN
55447

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+17635121680

Website

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