With over 19 years of experience in the financial planning field, including over 17 years at M&T bank, I've specialized in one-on-one client interaction, understanding, educating and informing women's' groups, non-for profit organizations and families on how to begin to create and help protect wealth for their futures. I offer access to financial planning opportunities for married and single people to include IRAs, 401(k), 403(b), and general investment and insurance protection opportunities. I provide specialized planning strategies for families and individuals that seek to grow their assets all the while managing assets and protecting beneficiaries. Individuals who find themselves in the middle of a job change, expected or not, could benefit from a financial consultant that focuses on all the imperative keys in seeking a financially sound future. If you or your family is faced with a life-changing event or loss of a loved one, please contact me for a free consultation. I can help you avoid financial crises as well.
Based in Amherst, N.Y., L&M Financial Services specializes in providing a wide range of insurance and wealth management services. The company s services include financial and estate planning, long term care planning, pre and post-retirement counseling, tax favored investments, mutual funds, equities, life insurance, disability insurance, tax sheltered annuities, individual retirement accounts, third party administration/payroll deduction services, and more. Established in 1972, the firm serves a variety of customers, including law enforcement officials, credit union members, educational employees, athletic administrators, government employees, postal employees, nurses as well as many individual clients.
At MJB Financial Services, our financial advisors specialize in helping medical residents, physicians, and dentists obtain the disability insurance and life insurance coverage they need to protect what they've worked so hard to build. We've partnered with several major insurance companies to provide our clients with multiple options, and secure the most comprehensive coverage, at the most competitive prices. Our financial advisors are nationally recognized as leaders in providing disability insurance and life insurance for physicians and dentists.
The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course. The Edelman Financial Engines office in Amherst is here for you, serving the Western New York area, including downtown Buffalo, Grand Island, Niagara Falls and more. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
