VerifiedFinancial Services· Founded 1972

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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HeadquartersAmherst, United StatesEmployees47(11 to 50)Annual revenue$50M to <$100MFounded year1972Websitelmfs.netLinkedIn profileLinkedIn

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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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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