Lincoln Investment | Financial Advisor in Bethlehem ,PA

One East Broad Street
Suite #440
Bethlehem, PA 18018
Phone: (800) 510-0053

Embrace the Future


About

What We Do

As a full-service financial services firm, we empower our advisors to offer clients the high-quality investment and insurance products, as well as the service and support you need to help achieve your long-term financial goals.

Our clients and services include:
•Individuals and families. Financial planning, wealth management, investment solutions, and asset management.
•Institutions and corporations. Retirement planning and asset management for private and public entities, including school districts and other not-for-profit institutions.

Our Values

At Lincoln Investment, we live our core values each day, by incorporating them into everything we do: honesty, integrity, respect, diversity, cooperation, and a commitment to succeed. With these values as our framework, we continue to build our business on relationships—with our clients, advisors, and team members.
We're majority family-owned, so no matter how large we become, we function with a focus on individuals. For the 7th year in a row Lincoln Investment has been named One Of The Best Places To Work In The Philadelphia Area!

To us, you're a name not a number. Put simply, people come first.

Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

27 Years of Experience



General Information
Firm Start Year:   1968
No.of Employees:   1000-1999
Name of Broker/Dealer:   Lincoln Investment
States Licensed in:   PA, NJ, MD, DE, CA, TX
Number of Years with Current Firm:   2


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Life , Variable Annuity
Financial Organization Memberships:   Paladin Registry , National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   American Society on Aging
Network of Multicultural Aging
Pennsylvania Estate Planning Council
Lehigh Valley Business Group
Lehigh Valley Chamber of Commerce
I have been a guest speaker on investment planning for retirees at over 650 workshops and group seminars.


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets
Fee % Based on Assets:   .9% - 1.2%


Education
Master Degree Business Magna cum Laude - International Management  University of Denver - Denevr, CO
January 1991- May 1992

Bachelors Degree Summa cum Laude - Business Administration  Cabrini College - Radar, PA
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FAQs

  • Do you have a customer satisfaction or refund policy? Yes. If you underperform your relevant benchmark during a calendar year you will receive a substantial discount for the following year's management fee.
  • What are your qualifications? What is your education background? I have an undergraduate degree in business administration with high honors and a graduate masters in international business degree with high honors. I also have an additional degree in computer programming.
  • What is your approach to financial planning? I stand ready to explain the complexities of investing, helping to articulate your financial goals and then formulating a comprehensive, long-term plan for achieving them. We monitor your progress, recommend changes when appropriate and make sure your plans stay consistent with your goals and life situation.
  • What services do you offer? Personalized Investment Management, Estate Planning/Wealth Management, Tax Planning, Insurance Planning
  • How are you compensated? How will I pay for your services? I am a fee based financial advisor.
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George Markus, MBA, APMA, IAR

George Markus, MBA, APMA, IAR

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Transamerica Leaders
(12/31/2013)

Awarded to top tier of Transamerica Advisors


100% Client Satisfaction Award - Ameriprise
(12/16/2014)

Awarded for top achievement in maintaing highest level of surveyed client satisfaction


Cadaret Grant Top Advisors
(05/31/2009)

Awarded to top tier of Cadaret Grant Financial Advisors


Cadaret Grant Top Advisors
(05/31/2008)

Awarded to top tier of Cadaret Grant Financial Advisors


Transamerica Leaders
(12/31/2004)

Awarded to top tier of Transamerica Advisors