In 1972, Russ Lipsitz founded L&M Financial as a payroll deduction provider for municipalities. With just one client to start, he built L&M from the ground up over four decades by recognizing that his business wasn’t about selling; it was about building long-term relationships – with his clients and his employees.
L&M serves individuals and business owners in many different occupations and industries. Regardless of whom we’re working with at any given time, our mission through our affiliation with Securities America Advisors and Securities America, Inc.
At L&M, our Financial Advisors are a diverse group of highly experienced professionals. They come from a variety of backgrounds and as a result, bring with them a wealth of knowledge and skill to the table.
L&M Financial representatives have been providing benefit programs and financial services to individuals, families, and small businesses since 1972, and through their affiliation with Securities America, Inc. since 2007. But we’re not simply a team of financial planners managing money. We are trusted advisors, life coaches, and loyal partners. We truly care about our clients’ well being. We strive to build long-term relationships with each and every one of them. In other words, we “show up.” By showing up, we help our clients make smart financial decisions – so they can enjoy life and focus on what matters most.
L&M Home Office
3820 Sheridan Drive
Amherst, NY 14226
Phone: (716) 839-1234 | (800) 326-8410
Fax: (716) 839-3811
3820 Sheridan Drive | Amherst, New York 14226 | ph (716) 839-1234 or (800) 326-8410 | f (716) 839-3811
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