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Advisors

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Vicki  & Al Gort - Owners

Registered Representatives

Investment Adviser Representatives

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Phone:  269-428-7004

Fax:       269-428-2815

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Gabe Macias

Registered Representative

Investment Adviser Representative

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Cell:       616-405-8431

Phone:  269-428-7004

Fax:       269-428-2815

email:  gmacias@lincolninvestment.com

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Aaron Engleman

Registered Representative

Investment Adviser Representative

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Cell:       269-449-8277

Phone:  269-428-7004

Fax:       269-428-2815

email:  aengleman@lincolninvestment.com

Contact

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Executive Tax & Financial Services

Office:  269-428-7004

Fax:  269-428-2815

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2437 Fountain Lane

Stevensville, MI  49127

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Info@Executivetaxandfinancial.com

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Quick Links

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Check the background of your financial professional

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Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.  www.finra.org, www.sipc.org, www.lincolninvestment.com, Executive Tax and Financial Services and the above firms are independent, and non-affiliated.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.  

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer of sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment and Capital Analysts 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.  Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

When you link to any of these websites provided here, you are leaving this site.  We make no representation as to the completeness or accuracy of information provided on these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these 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.

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.

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