Lorraine Rocamboli
Financial Advisor
Lrocamboli@lincolninvestment.com
38 Years of Experience in the financial services industry
I work with clients in a collaborative process so that clients can express their financial goals and together we can work together towards achieving a completion of their financial plan. It is important to establish a relationship of trust whereby clients feel comfortable keeping me informed of any life changes or career changes so that I can adjust their portfolio and their financial plan to help achieve their expected goals. This relationship can last well beyond a career and into retirement. I make myself available to client on a continuous basis, and I stay in contact through emails, letters and phone calls.