Michael Harriett
Registered Investment Advisor at Lincoln Investment
Based in Marlton, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Marlton
Industry
Financial Services
Company size
946
Contact information
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m•••••••@lincolninvestment.com
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Background
About Michael Harriett
My mom has been a financial advisor helping teachers and school district employees for over 35 years. This planted the seed that later developed into a passion for assisting family's who recognize the importance of saving for retirement. I am a Certified Retirement Education Specialist and licensed financial professional. I take the time to hear from our clients on what they value most, then build and monitor their financial plan throughout their working career. Navigating your own finances does not have to be done on your own. My focus will remain on ensuring clients are informed, on track and aware of obstacles so we can plan ahead of time. I use my experiences, both good and bad, to help teachers and school staff understand their future self needs a plan sooner, rather than later. Please give me a call and Let's Make a Plan! Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.
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