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. ------------------- The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For full disclosures please see our website at www.lmfs.net.
View Top Employees from L&M Wealth Management| Website | http://www.lmfs.net |
| Revenue | $14 million |
| Funding | $350000 |
| Employees | 50 (50 on RocketReach) |
| Founded | 1972 |
| Address | 3820 Sheridan Drive, Amherst, New York 14226, US |
| Phone | (716) 839-1234 |
| Fax | (716) 839-3811 |
| Technologies |
JavaScript,
HTML,
PHP
+15 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 731 Companies, SIC Code 73 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 54 Companies, NAICS Code 52393 Companies, NAICS Code 541 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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L&M Wealth Management Questions
The L&M Wealth Management annual revenue was $14 million in 2024.
Subodh Shinkar is the Chief Operating Officer and Managing Director of L&M Wealth Management.
50 people are employed at L&M Wealth Management.
L&M Wealth Management is based in Amherst, New York.
The NAICS codes for L&M Wealth Management are [5239, 54, 52393, 541, 52, 523].
The SIC codes for L&M Wealth Management are [731, 73].
Top L&M Wealth Management Employees
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22
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22
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33
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ViewTimothy Keilman
Senior Regional Insurance Specialist at L&M Wealth Management
New York, United States3 -
12
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35+
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1
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