Overview

Propel Financial Strategies

Information by Research TrustFinance

https://propelfinancialstrategies.com/

Propel Financial Strategies is a financial planning and wealth management firm operating as a marketing name for a group of registered representatives of Lincoln Financial Advisors. The company's mission is to act as a financial advocate for its clients, creating personalized financial plans by understanding their individual goals and values. They offer a range of services including financial planning, investment management, retirement planning, business succession, estate planning, and insurance solutions, focusing on a holistic approach to wealth management for individuals, families, and business owners.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service