Our Summer Newsletter is now available

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Retiring Abroad? Be Ready To Take The Bad With The Good

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Five Tax-Smart Ways To Transfer Your Wealth

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IRS Closes Valuation Loopholes

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About Us

In 1972, Russ Lipsitz founded L&M Financial as a payroll deduction provider for municipalities. With just one client to start, he built L&M from the ground up over four decades by recognizing that his business wasn’t about selling; it was about building long-term relationships – with his clients and his employees.

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Who We Serve

L&M serves individuals and business owners in many different occupations and industries. Regardless of whom we’re working with at any given time, our mission through our affiliation with Securities America Advisors and Securities America, Inc.


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Our Financial Advisors

At L&M, our Financial Advisors are a diverse group of highly experienced professionals. They come from a variety of backgrounds and as a result, bring with them a wealth of knowledge and skill to the table.



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Contact Info

L&M Home Office
3820 Sheridan Drive
Amherst, NY 14226
Phone: (716) 839-1234 | (800) 326-8410
Fax: (716) 839-3811