L&M Wealth Management
3820 Sheridan Drive, Amherst, NY 14226
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
L&M Wealth Management is a leading financial institution located at 3820 Sheridan Drive in Amherst, New York, United States. Specializing in finance, L&M Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, L&M Wealth Management is dedicated to providing top-notch service and expert advice to help you succeed.
Reviews
"My mother had an account with L&M for over 30 years, it was managed well, and they were always very responsive. I recently closed out the last of the account to consolidate it with some others, and Julie and her team were so helpful, and followed up with all the details very quickly. I appreciate every thing they have done over the years."
"Awful, awful, awful. My grandparents had quite the investment portfolio when they passed. It took Kim months to send paperwork to me when she told me she'd send it out that week and then there was absolutely no follow up. She knew how much money I was set to inherit (as well as the other four beneficiaries) and she couldn't care less about retaining us as clients (all early 30s with absolutely no background in finances or investing). Not to mention that she somehow messed up paperwork on the accounts that I ended up being listed as the primary account holder instead of a beneficiary. Better just to keep your money under your mattress than invest with them."
"These people may be fine--IF you don't have anything to begin with. But if you have an asset, they work with a law firm that will make sure you have nothing left when they are finished. Unrealistic payment plans, ridiculous fines and fees, hundreds and hundreds of dollars worth at a time. I have no idea how these people sleep at night!! A whole new meaning to the words Financial Abuse!"
"Me and my significant other have been a client for a long time now and it's really nice to have someone who works with you on an individual basis. They have been great to work on intricate plans that span over different years to achieve a multitude of goals!"
"We have been clients for many, many years! The staff is extremely helpful and they know their clients by name. Thank you Vince, Gloria and Lynn as well as anyone else in the crew. We are looking forward to many more years!"
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