Jamie Burr, Lincoln Investment

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Jamie Burr,  Lincoln Investment I will work one-on-one with you to understand your current financial situation and your financial goals. I hold FINRA Series 7, and 66 securities registrations.

I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short- and long-term financial goals. I will then design and help you implement a financial plan that is customized to your needs. I attended Cornell University and earned a BS in Operations Research and an MBA in Finance. Additionally, I hold licenses in New Jersey for Life and Health Insurance. I have earned designations as a Certified Retirement Counselor, Accredited Investment Fiduciary, and a Certified Retirement Education Specialist. I have learned that every decision my clients make prior to retirement directly impacts the quality of that retirement. For this reason, I believe that no decision is inconsequential, and no question should remain
unanswered.

11/01/2026

Adjustable-rate loan costs are jumping for some, and everything from property taxes to insurance is getting more expensive

10/31/2026

Delve into the rich past of spine-chilling cinema, from such filmmakers as Tod Browning, Carl Theodor Dreyer and George A. Romero.

10/31/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

10/30/2026

Retirement can be considered the universal financial goal.

10/30/2026

It’s not enough, yet it’s the best we have.

10/29/2026

The Economist's annual index shows fewer cities are pricing out the average earner in rent.

10/28/2026

Many caregivers for older loved ones are stuck in a painful dilemma: They're willing to put their financial security at stake to care for loved ones today, but that leaves them at risk of being a burden on their families later on as they age.

10/27/2026

Retirement planning often overlooks tax diversification, a strategy as crucial as asset diversification for maximizing spendable income.

10/26/2026

What happens if, after careful analysis, it looks like you might fall short of reaching your retirement goal?

10/25/2026

What would your 80-year-old self wish you worried less about—and made more time for? You don’t have to wait decades to find out.

Address

485C Route 1 South
Woodbridge, NJ
08830

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