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L&M Wealth Management

Financial Services

Specialities :
Financial & estate planning
Long-term care planning
Pre- & post-retirement counseling
Tax-favored investments
Mutual funds

+9

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About L&M Wealth Management

What does L&m wealth management do?+

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. Were 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...

What are L&m wealth management's specialties? +

Financial & estate planning,long-term care planning,pre- & post-retirement counseling,tax-favored investments,mutual funds,equities,life insurance,disability insurance,employee group insurance & benefits,funding for education,401(k),403(b) tax sheltered annuities ,457(a) deferred compensation,and individual retirement accounts (ira)

What is L&m wealth management's industry? +

L&m wealth management operates in the Financial services industry.

What is L&m wealth management's revenue? +

L&m wealth management's revenue is 11m - 100m

What is L&m wealth management's company size? +

L&m wealth management has 11 - 50 employees.

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