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L&M Wealth Management
L&M specializes in financial planning and investment advice. L&M is a "do-the-right-thing" kind of place, and we always put our clients first. Since our founding in 1972, we have stayed true to our vision: delivering the highest quality advice and service so we will be the last financial advisors our clients will ever need. From our offices in Amherst, Rochester, and Binghamton, we serve thousands of clients nationwide and oversee $2 billion on our clients' behalf. We're proud to count thousands of clients and dozens of employees who have been with L&M for decades. Please contact us at 716-839-1234 or visit us online at www.lmfs.net for more information.
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People working at L&M Wealth Management
JL
Joseph Lipsitz
Chief Executive Officer & Financial Advisor
Buffalo, New York, United States
MB
Matthew Burwick
Executive Vice President
Buffalo, New York, United States
JK
Jennifer Klein
Director of People & Culture
Buffalo, New York, United States
KY
Karen Young
Director of First Impressions
Buffalo, New York, United States
KC
Katlynn Cole, CPA
Director of Tax Services
Buffalo, New York, United States
RK
Richard Kohl
VP Business Operations
Buffalo, New York, United States
MA
Michael Anastasia
Senior Financial Advisor
Buffalo, New York, United States
JC
Jennie Carlson
Director of Cyber Security and Technlogy
Buffalo, New York, United States
HS
Hayley Schnall
Administrative Assistant
Buffalo, New York, United States
AF
Abigail Ferenczy
Client Service Specialist
Buffalo, New York, United States
You can find 45 people working at L&M Wealth Management on FinalScout. Create a free account to view details including email addresses.
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