L&M Wealth Management Employee Directory

Q: What is L&M Wealth Management known for?

L&M Wealth Management was founded in 1972. L&M Wealth Management operates in the Financial Services industry.

Q: How many employees does L&M Wealth Management have currently?

L&M Wealth Management has approximately 45 employees.

Q: Who are L&M Wealth Management's key employees and leadership?

L&M Wealth Management's key employees include: President Ceo: H. T., Chief Compliance Officer: C. W., Vp Business Operations: R. K., VP Business Operations: P. C., President: J. L..

Financial ServicesUnited States11-50 Employees

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 $3 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.

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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.lmwm.net.

Find L&M Wealth Management employees' phone numbers or email addresses

L&M Wealth Management Global Highlights

North America
70

United States Of America
70

Asia
3

Philippines
2
Indonesia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Oceania
2

Australia
2

Africa
1

South Africa
1

L&M Wealth Management's Leadership

C. W.
Chief Compliance Officer
Mobile Phone
Email
R. K.
Vp Business Operations
Mobile Phone
Email
P. C.
VP Business Operations
Mobile Phone
Email
H. T.
President Ceo
Mobile Phone
Email
J. L.
President
Mobile Phone
Email
L. B.
President
Mobile Phone
Email
K. P. S.
Managing Partner
Mobile Phone
Email
G. W.
Owner
Mobile Phone
Email

Contact profiles from L&M Wealth Management

Name

Title

Contact Info

Location

Last Update

A. K.
Manager
Mobile Phone
Email
Oct 18, 2024
L. I.
Service Manager
Mobile Phone
Email
Oct 23, 2024
M. A.
Senior Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 20, 2025
R. C.
Senior Supervisory Sales Assistant
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
V. A.
Senior Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 02, 2025
W. D.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
C. B.
Associate Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 24, 2025
L. P.
Financial Assistant
Mobile Phone
Email
United StatesNew York
Sep 08, 2025
J. W.
Sales Assistant
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
N. Y.
Intern
Mobile Phone
Email
Oct 27, 2025

Frequently Asked Questions

What is L&M Wealth Management known for?

L&M Wealth Management was founded in 1972 operates in the Financial Services industry. The company's main headquarters is located in 3820 Sheridan Drive, Amherst, NY 14226, US; you can contact the main corporate office by phone at

+1-716-839-****

. Explore L&M Wealth Management's company overview page for more information.

What is L&M Wealth Management's most common email format?

L&M Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more L&M Wealth Management email formats with LeadIQ.

How many employees does L&M Wealth Management have currently?

L&M Wealth Management has approximately 45 employees as of June 2025. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are L&M Wealth Management's key employees and leadership?

As of June 2025, L&M Wealth Management's key employees include:

Chief Compliance Officer: C. W.
Vp Business Operations: R. K.
VP Business Operations: P. C.
President Ceo: H. T.
President: J. L.

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