L&M Financial Services
Amherst, NY
Contact Information
| Company: |
L&M Financial Services |
| Contact: |
Joseph Lipsitz |
| Address: |
3820 Sheridan Dr. |
| City: |
Amherst |
| State: |
NY |
| Zip: |
14226 |
| Phone: |
716-839-1234 |
| Fax: |
716-839-3811 |
| Email: |
JLipsitz@lmfs.net |
| Website: |
www.lmfs.net |
About My Practice
Located a few miles north of Buffalo in Amherst, NY, L&M Financial Services has been providing retirement planning and insurance (FEGLI improvement) solutions to federal and postal employees since the early 1970s. Working with federal and postal employees, the financial advisers at L&M understand the intricacies involved in the most critical retirement decisions. L&M boasts a tax department with two full-time CPAs (Certified Public Accountants), and offers discounted rates for federal and postal employees. Joseph Lipsitz offers free retirement anaylses to federal employees to project estimated retirement benefits and facilitate the planning process.
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Tax preparation
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: CPA, ChFEBC
Insurance Licenses: New York State Life, Health & Accident
Security Licenses: FINRA Series 7, 63, 24
Education: Accounting
Charges to Clients for Services
Fee based on percentage of assets managed
My Association with the Office or Firm
Independent Contractor
My Broker / Dealer Affiliation
Securities America Inc.
Securities offered through Securities America, Inc. Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc. L&M Financial Services and the Securities America companies are unaffiliated.
Tax and legal services are provided in conjunction with qualified professionals.
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