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Welcome to the web offices of Lincoln Sparrow Advisors:. This information is intended for use only by residents of AK, CA, FL, IL, MD, MA, NV, NJ, NY, NC, OH, PA, VA, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. We offer a variety of specialized services designed to meet your specific goals and needs. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

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CONTACTS AT LINCOLNSPARROW.COM

Lincoln Sparrow Advisors

Joshua Heims

372 Spr●●●●●●●Terrace

Will●●●●ille , New York, 14221

United States

1.71●●●●7600

jo●●●●●●●●●@msn.com

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Lincoln Sparrow Advisors

Joshua Heims

372 Spr●●●●●●●Terrace

Will●●●●ille , New York, 14221

United States

1.71●●●●7600

jo●●●●●●●●●@msn.com

View this contact

Lincoln Sparrow Advisors

Joshua Heims

372 Spr●●●●●●●Terrace

Will●●●●ille , New York, 14221

United States

1.71●●●●7600

jo●●●●●●●●●@msn.com

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Welcome to the web offices of Lincoln Sparrow Advisors:. This information is intended for use only by residents of AK, CA, FL, IL, MD, MA, NV, NJ, NY, NC, OH, PA, VA, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. We offer a variety of specialized services designed to meet your specific goals and needs. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

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Home | Lincoln Sparrow Advisors | lincolnsparrow.com Reviews

https://lincolnsparrow.com

Welcome to the web offices of Lincoln Sparrow Advisors:. This information is intended for use only by residents of AK, CA, FL, IL, MD, MA, NV, NJ, NY, NC, OH, PA, VA, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. We offer a variety of specialized services designed to meet your specific goals and needs. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

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Sitemap | Lincoln Sparrow Advisors

http://www.lincolnsparrow.com/sitemap

Form ADV Part 2A. Have you met our team? We have a wealth of experience in the financial services industry. Form ADV Part 2A. 5920 Main Street, Suite 200, Williamsville, New York 14221. Securities and Advisory Services offered through United Planners Financial Services Member: FINRA. Lincoln Sparrow Advisors and United Planners are independent companies.

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Protected page | Lincoln Sparrow Advisors

http://www.lincolnsparrow.com/passwrod-protected-page

The Protected Page you are trying to view is password protected. Please enter the password below to proceed. Have you met our team? We have a wealth of experience in the financial services industry. Form ADV Part 2A. 5920 Main Street, Suite 200, Williamsville, New York 14221. Securities and Advisory Services offered through United Planners Financial Services Member: FINRA. Lincoln Sparrow Advisors and United Planners are independent companies.

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About | Lincoln Sparrow Advisors

http://www.lincolnsparrow.com/about

NYS Deferred Comp Division. Lincoln Sparrow Advisors (LSA) is an SEC Registered Investment Advisor originally founded by Joshua Heims and Michael Cudlipp. The firm was started out of a necessity to serve their clients with a level of service and fee based asset management not often found in the Financial Services industry. Michael J. Cudlipp, AIF. Joshua B. Heims, AIF. Founder and Managing Partner. As the former Chief Investment Officer for Independent Solutions, Mr. Heims was responsible for researc...

4

Blog | Lincoln Sparrow Advisors

http://www.lincolnsparrow.com/blog

NYS Deferred Comp Division. No blog entries have been created. Have you met our team? We have a wealth of experience in the financial services industry. Form ADV Part 2A. 5920 Main Street, Suite 200, Williamsville, New York 14221. Securities and Advisory Services offered through United Planners Financial Services Member: FINRA. Lincoln Sparrow Advisors and United Planners are independent companies.

5

Investment Philosophy | Lincoln Sparrow Advisors

http://www.lincolnsparrow.com/investment-philosophy

NYS Deferred Comp Division. Lincoln Sparrow Advisors - Investment Philosophy. At Lincoln Sparrow Advisors, our Investment Philosophy is based upon asset allocation and diversification paired with a client’s risk tolerance. We research money managers to determine which managers should be on our list of “Best in Breed Money Managers.”. Income/Bonds Plus (20% Equity and 80% Fixed Income). Conservative (50% Equity and 50% Fixed Income). Moderate (65% Equity and 35% Fixed Income). Have you met our team?

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Home | Lincoln Sparrow Advisors

Welcome to the web offices of Lincoln Sparrow Advisors:. This information is intended for use only by residents of AK, CA, FL, IL, MD, MA, NV, NJ, NY, NC, OH, PA, VA, and WI. Securities-related services may not be provided to individuals residing in any state not listed above. We offer a variety of specialized services designed to meet your specific goals and needs. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

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