L&m Wealth Management
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 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
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Verified contacts
44
available on Kipplo
LinkedIn employees
47
11 to 50 range
Open roles
—
no listings
Distinct roles
36
indexed titles
Tech stack
1
tools in use
Monthly traffic
282
organic / mo
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Decision-makers and verified team members
44 contacts with verified email or phone · masked until revealed.
- JC
Jennie Carlson
Director of Cyber Security and Technlogy · Other
EmailPhone - JK
Jennifer Klein
Director of People & Culture · Human Resources
EmailPhone - RB
Random Boss
Manager · General Business & Management
EmailPhone - VA
Victor Anastasia
Senior Financial Advisor · Finance & Accounting
EmailPhone - AF
Abigail Ferenczy
Client Service Specialist · Customer/Client Service
EmailPhone - CB
Cody Blasko
Associate Financial Advisor · Finance & Accounting
EmailPhone - JC
Jacob Cosmas
Technology Solutions Specialist & IT Systems Administration · Information Technology
EmailPhone - JG
Jason Gentner
Financial Planner · Finance & Accounting
EmailPhone - JW
Julie Webb
Sales Assistant · Sales & Business Development
EmailPhone
Showing 9 of 44 verified contacts
Top roles at L&m Wealth Management
36 distinct titles indexed · top 10 shown.
- 4financial advisor
- 3administrative assistant
- 2manager
- 2senior financial advisor
- 2vp
- 1accountant
- 1agent
- 1analyst
- 1associate financial advisor
- 1client service specialist
- +26more titles
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