Lincoln Investment Planning

  • Financial Services
95 Sawyer Road
Suite 430
Waltham, MA 02453
(781) 647-3050
(781) 647-3070 (fax)
Hours:
Monday-Friday, 8:00am-5:00pm

Evenings, by appointment.

About Us

I am a financial planner, advisor, counselor, and educator who works with individuals, families, businesses, and non-profit organizations. Whether it’s formal education from schools and professional read more
  • About

    I am a financial planner, advisor, counselor, and educator who works with individuals, families, businesses, and non-profit organizations. Whether it’s formal education from schools and professional organizations, getting to know people in my personal and professional relationships, or just through my life experiences, I feel like I’m always learning. I love being able to take that education and knowledge and find ways to use it to make the lives of my clients and students better. It helps me to align their finances with their personal values. I have been quoted in MarketWatch.com, CNBC.com, Barron’s, Investment News, Retirement Advisor Magazine, and NBCNews.com. I live in the Boston area with my wife, son, and our two cats.

  • Highlights

  • Media

  • Whom to Contact

    • Mr. Jeffrey N. Tomaneng, CFP
      Financial Planner
      95 Sawyer Road
      Suite 430
      Waltham, MA 02453
      Phone: (781) 647-3050
      Fax: (781) 647-3070
  • Directions

    We are located at 95 Sawyer Road, off South Street in Waltham, near the Mass Pike, Route 128, and Brandeis University.

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