Matthew Burwick
Financial Advisor
Burwick/Grossberg Team
Matthew Burwick has been affiliated with L&M since 2011 and is a Registered Representative with Securities America, Inc. In addition to working with 401(k) plan sponsors, he provides for individual retirement, life insurance, college savings plans, and other financial planning needs.
Education
- Bachelor of Science Business Administration, State University of New York at Buffalo, 2008
- Master of Business Administration, Canisius College, 2010
Active With
- Matthew Foster Foundation
- Ride for Roswell Team – Biking for Barb
- Alpha Sigma Phi Fraternity
- JCC of Greater Buffalo
What Inspires Me
My clients inspire me. As I meet with them, whether to complete an annual review or to discuss how an event has made them re-think their strategies, I marvel at how their lives inspire me to re-evaluate how I live mine. I know that these interactions continue to help me improve as a human being and financial advisor, which in turn, make me even better at helping my clients meet their financial goals. I will never stop learning thanks to the clients I have been introduced to, and the ones I will meet in the future.
Meet the Team
The Burwick/Grossberg team is comprised of two fully licensed financial advisors and two service experts who are here to answer your questions and guide you towards your financial goals.
What sets us apart is our fierce desire to help you plan for YOUR desired future. Our philosophy is to build strong, long-term relationships based on trust. We listen, we evaluate, and we prioritize your needs. We then put our expertise to work identifying opportunities and making a plan with you to align with your goals.
Karen Allen
Administrative Assistant
716-839-1234 Ext: 244
Karen Allen has been in the financial services industry for many years and joined our team at L&M in 2012. She previously held her FINRA Series 6, 63 and 26 licenses as well as Life Insurance License in New York. Karen’s primary focus is to processing new business and servicing our clients.
Julie Webb
Administrative Assistant
716-839-1234 Ext: 271
Julie Webb joined our team in 2015. With an English degree from SUNY Buffalo, she was new to financial services industry. As Julie has grown in her role, she handles new business processing and client service needs.