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.

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05/04/2026

A "Roth 401(k)" is simply a 401(k) plan that allows employees to designate all or part of their elective deferrals as qualified Roth 401(k) contributions. Qualified Roth 401(k) contributions are made on an after-tax basis, just like Roth IRA contributions. This means that there's no up-front tax ben...

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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