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Lincoln Investment and Capital Analysts Form CRS
Capital Analysts of Jacksonville is a locally-owned, independent full-service fee based firm with financial advisors that offer financial planning, wealth management, retirement planning, estate planning, insurance planning, charity planning, risk management, and executive benefits. Capital Analysts of Jacksonville is located in Jacksonville, Florida and proudly serves clients throughout Northeast Florida and Southern Georgia including, Jacksonville, Jacksonville Beach, Neptune Beach, Atlantic Beach, Ponte Vedra Beach, St. Augustine, Orange Park, Amelia Island, Fernandina Beach. Waycross, Hinesville, and Douglas.
We make no representation as to the completeness or accuracy of information provided at any third-party site. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
IMPORTANT INFORMATION: This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.
Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.
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Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
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Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.
