Jeffrey Grossberg has been affiliated with L&M since 1986 and brings more than 35 years of experience with him to his role as a Registered Representative with Securities America, Inc. and a Financial Advisor with Securities America Advisors, Inc. He also holds FINRA Series 7 and Series 63 licenses.
He provides investment, retirement, and financial planning services to clients in Buffalo and across New York State, with a particular focus on educators and physicians. His primary goal is to help each client work toward their life goals through purposeful financial planning and appropriate investments.
His professional goal is to help clients preserve what they have, and to live a lifestyle that they would enjoy.
What I Like Most About My Job:
I love interacting with clients. In fact, next to my family, my business and my clients are my life 24/7.
L&M Home Office
3820 Sheridan Drive
Amherst, NY 14226
Phone: (716) 839-1234 | (800) 326-8410
Fax: (716) 839-3811