Financial Advisor, AIF®
Mark Anastasia, Jr., has been affiliated with L&M since 2004 and is a Registered Representative with Securities America, Inc. He also holds FINRA Series 7 and Series 63 licenses in New York, Delaware, Georgia, and Florida and holds Life, Accident, Health, and Disability Insurance licenses in New York, Delaware, and Florida as well as the Accredited Investment Fiduciary designation.
As a Financial Advisor, Mark provides a variety of financial planning services, including retirement planning, asset management, education planning, and insurance solutions to clients ranging from small business owners to educators to telecommunication company workers. He works hard to listen to his clients needs and then delivers financial advice that is based on client objectives and suitability.
Education: Bachelor of Science in Finance, Niagara University
What Inspires Me: My father grew up in a large Italian family as one of nine children. My grandfather was the sole provider for 11 individuals under one roof, and did so through hard work. My father passed that work ethic down to me and I take great pride in everything I do. I believe in putting all my efforts into completing the task at hand to perfection, the first time around. Those characteristics represent L&M and their service model in my opinion. When I was hired, the founder of L&M Russ Lipsitz gave me a few words to consider, “Treat everyone that walks through your door like family and you can never go wrong”. My objective is to live up to this advice as I strive to provide the highest level of service to my clients and make them feel that they are part of the L&M family.