We have been working with the team at InvestLinc for more than 20 years. They have been instrumental in helping us navigate both business and personal financial decisions, investing and life insurance.

They are honest, trustworthy and available, doing a great job of communicating and listening to determine what best suits our needs as life changes (homes, college expenses, retirement planning, etc.).

We feel confident in their guidance and appreciate the fact that we don't feel the need to constantly check in on our investments as we know they are on top of things and their reports are clear and concise.

In addition to being very professional, they are good people, who genuinely care about their clients. We would not hesitate to recommend them.