PrisCo Financial is a preeminent fee-based financial planning firm with prodigious experience in wealth management and preservation, business continuity, exit planning, and wealth transfer strategies. PrisCo Financial helps provide depth, stability and significant resources to our clients.
Our reputation has been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.
The Lincoln Financial Advisors philosophy - Serve First, Last and AlwaysSM - drives the way we do business. We believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to help our clients to take action; competency based on continuing education and training; coordination of national resources on terms that benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First." And these are the commitments we make to each of our clients.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefits of our work with you. We are confident you'll be glad you did.
PrisCo Financial has been established to provide our clients with access to tremendous resources and intellectual capital.
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Member Since: 2017