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.
Today, L&M is still a family-owned and run business that has evolved into a full-service financial planning firm, offering Financial Advisor planning through its affiliation with Securities America Advisors, Inc., and employee benefits consulting to thousands of individuals and businesses in Buffalo and across New York State.
While L&M has certainly grown and changed over the years, our company’s core values remain the same. Just as it was 45 years ago, we don’t view what we do as simply selling financial products or managing money. We build relationships and we continue to grow our business through honesty, integrity, and hard work.
L&M Home Office
3820 Sheridan Drive
Amherst, NY 14226
Phone: (716) 839-1234 | (800) 326-8410
Fax: (716) 839-3811