Lincoln Douglas Investments, LLC - Mt Vernon, Ohio

Lincoln Douglas Investments, LLC: A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance and investment solutions, Lincoln Douglas Investments, LLC stands as a noteworthy option. Located at 1051 Newark Rd, Mt Vernon, OH 43050, United States, this firm offers a multifaceted approach to wealth management, encompassing investment services, expert financial advisor support, and insurance brokerage capabilities. Their commitment to personalized service is evident in their professional operations and accessibility.

Company Details and Services

Lincoln Douglas Investments, LLC is a registered investment advisor (RIA) dedicated to assisting clients in achieving their financial goals. They specialize in a wide range of services designed to cater to diverse needs, including:

• Investment Management: They provide tailored investment strategies based on individual risk tolerance, time horizon, and financial objectives. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Financial Planning: The firm offers comprehensive financial planning services, covering retirement planning, estate planning, tax planning, and education funding.
• Insurance Brokerage: Lincoln Douglas Investments acts as an insurance broker, helping clients secure appropriate coverage for their assets and liabilities, providing peace of mind and financial protection.
• Stock Brokerage: Clients can also access stock brokerage services through Lincoln Douglas Investments, facilitating the buying and selling of individual stocks and securities.

Their integrated approach allows clients to benefit from a holistic view of their finances, ensuring alignment between investments, insurance, and overall financial well-being. They pride themselves on building long-term relationships based on trust and transparency.

Location and Accessibility

The firm’s physical location at 1051 Newark Rd, Mt Vernon, OH 43050 provides a convenient point of contact for clients seeking face-to-face consultations. Furthermore, Lincoln Douglas Investments demonstrates a commitment to inclusivity by offering wheelchair-accessible entrance and wheelchair-accessible parking lot facilities, ensuring that individuals with mobility limitations can easily access their services. This accessibility is a key element of their client-centric philosophy.

Opinions and Reputation

Currently, Lincoln Douglas Investments, LLC has 0 reviews on Google My Business, which represents a nascent stage in their online reputation. The average opinion is 0/5, indicating that the company is yet to establish a significant online presence and gather customer feedback. However, this also presents an opportunity for the firm to actively solicit and respond to client reviews, fostering a positive online image and demonstrating their dedication to customer satisfaction. It's important to note that a lack of reviews doesn’t necessarily reflect the quality of service provided.

Contact Information

For inquiries or to schedule a consultation, clients can reach Lincoln Douglas Investments, LLC via:

• Phone: 7403971397
• Website: http://www.lincolndouglasinvestments.net/

The firm’s website provides valuable information about their services, team, and investment philosophy. The phone number offers a direct line of communication for personalized assistance.

Key Characteristics and Considerations

Lincoln Douglas Investments, LLC distinguishes itself through its comprehensive service offerings and commitment to accessibility. While the current lack of online reviews warrants caution, the firm’s established location and dedicated phone line provide avenues for direct engagement. Potential clients should conduct thorough due diligence, including verifying the advisor’s credentials and understanding the firm’s fee structure. Considering the firm's focus on investment services, financial planning, insurance brokerage, and stock brokerage, it caters to a broad range of financial needs. The wheelchair accessibility is a significant advantage for a segment of the population often overlooked by financial service providers.