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403(b) Retirement Savings Plans

We are privileged to be Financial Advisors to Massachusetts state institutions, such as the University of Massachusetts Higher Ed System, and numerous public school systems. If you are a UMass professor, a public school teacher, or an administrator, we can work directly with you and your 403(b) / ORP retirement plan, advising you on appropriate risk-calculated investments and integrating them into a comprehensive financial plan.


The Lincoln Investment family of companies nor any of its representatives is affiliated with the University of Massachusetts Higher Ed System; and the University of Massachusetts Higher Ed System does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.  

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