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 Four Pillar Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Williamsville, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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.
