Home
About Us
Services
Media
Events
- Past Events
Resources
Contact

Media/Events

Ready for a successful transition?

The BERI Report tells you where you stand and what you can do to get closer to a successful transition.

FIND OUT

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This information is for general use with the public and is designed for informational or educational purposes. It is not intended as investment advice and is not a recommendation for retirement savings.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Insurance: CA, IA, ME, MD, NE, NY, OH, and WA.

CA Insurance License # 0G73428

Securities: CA, ME, NE, NY, OH, and VA.

Diann Andrews is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

NextStage Legacy Advisors is a marketing name for registered representatives of Lincoln Financial Advisors Corp.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-3906239-110821

Contact

NextStage Legacy Advisors

Office: (716) 580-1123

Fax: (336) 790-1685

9775 Rocky Point

Clarence, NY 14031

FINRA series 6, FINRA series 63, FINRA series 22

diann.andrews@lfg.com