background
Image

Welcome to Victor Anastasia’s website at L&M Wealth Management

In practical terms, the first purpose of my site is as a tool to inform and educate yourself about the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. You’ll find an abundance of helpful information in the Resources section of the site. The second purpose of my site is to hope you’ll see the value of working with us as skilled professionals to pursue your financial goals. My practice focuses on helping set goals and implement financial plans for healthcare professionals, including doctors and dentists, small business owners, and individuals and families. The third purpose of my site is to help you learn more about who I am and the benefits of working with me and my team; and to give you fast, easy access to market performance data.

Victor Anastasia
Senior Financial Advisor, CRPC®, AIF®

716-839-1234

Victor focuses his practice on the needs of doctors, dentists, healthcare professionals, small business owners, individuals, and families. He has been affiliated with L&M since 1991.

Victor’s approach is to help you create a financial plan, a personalized “roadmap” designed to achieve your short and long-term financial goals. Victor will work with you one-on-one wherever it’s most convenient – at his office in Amherst or at your home or office to understand your current financial situation and your financial goals. He’ll then design and help you implement a financial plan that is customized to your needs.

Victor offers these services and products:

  • Personalized Financial Planning / Retirement Planning Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401(k) and 403(b) Retirement Plans
  • Education Planning 529 College Savings Plan
  • Asset Management Strategies and Investments Mutual Funds; Tax-deferred Investments (fixed and variable annuities); Managed Accounts
  • Insurance Products Life, Disability, and Long-Term Care


Education, licenses, and honors:

  • The Wharton School, Executive Program on Financial Retirement Strategy
  • CRPC® – Chartered Retirement Planning Counselor
  • Series 6, 62, and 63 licenses
  • AIF® - Accredited Investment Fiduciary 
  • Life and Health Insurance licenses
  • Securities America, Inc. (SAI) Golden Star Award* recipient, 2012


Personal:

Victor is a Williamsville native and lives in Clarence, NY with his wife Lisa, and their two children.

Contact Victor: 716-839-1234 

*The award is given each quarter to a single advisor from among the more than 1,600 who are affiliated with SAI. It is the first time that an advisor from L&M Wealth Management has received the coveted honor. To be considered for the award, advisors must have at least a 1-year tenure with SAI, maintain an efficient and growing practice, and employ at least one full-time staff member. SAI also considers business success factors including regulatory status, marketing strategies, technology, operations, and service.

Meet the Team

Image

Michael Anastasia

Financial Representative

716-839-1234 Ext: 233

Michael has been affiliated with L&M since 2020 and is a graduate of Canisius College with a Bachelor of Science degree in Accounting. Michael works with a broad variety of clients with a wide range of financial needs. Michael holds FINRA Series 6, and Series 63, 65 and 26 licenses and Life and Health Insurance licenses.

Image

Mark Anastasia

Financial Representative

716-839-1234 Ext: 243

Mark has been affiliated with L&M since 2004 and is a graduate of Niagara University with a Bachelor of Science degree in Finance. Mark works very closely with the team while developing his own practice. Mark is always ready to service my clients' needs, allowing them to receive the highest level of service. Mark holds FINRA Series 7 and Series 63 licenses and Life, Accident, Health, and Disability Insurance licenses in New York.

Image

Rick Gibson

Financial Representative

716-839-1234 Ext: 224

Rick Gibson had been affiliated with L&M since 2012 and is a Registered Representative with Securities America, Inc. He holds FINRA series 6 and 63 licenses. Rick has been a Financial Advisor since 1999 and specializes in 401(k), retirement and pension planning. His knowledge and experience in regulations and government compliance issues, specifically with regard to disclosures and expenses for corporations, has increased the service level L&M can offer its clients.

Image

Donna Menza

Financial Representative

716-839-1234 Ext: 232

Donna Menza has been affiliated with L&M since 2016. She is a Registered Representative with Securities America, Inc. and holds FINRA Series 7 and Series 63 licenses. She has over 25 years of experience in the financial services industry. She assists clients with their financial and investment needs including insurance.

Image

Renee Halifax

Executive Assistant

716-839-1234 Ext: 268
Renee has been a part of my team since 2000 and brings many years of experience in the Financial Services Industry. Renee handles many essential functions within my practice. Her primary responsibility is to focus on client relations and business operations. Renee is always ready and willing to service any of my clients needs and has established a personal relationship with many of them. Renee holds FINRA series 6 and 63 licenses and State, Life, and Health Insurance licenses in New York and is a Notary Public.
Image

Nancy Holmstrom

Administrative Assistant

716-839-1234 Ext: 275
Nancy joined my team in 2014 and has helped us take customer service to a new level for our clients. Besides being friendly, responsive, and detail-oriented, Nancy brings many years of financial service experience with her. She’s the Anastasia Team’s go-to person when you need information, help with forms, and follow-up to any questions about your accounts.
Image

Janette Mulka

Administrative Assistant

716-839-1234 Ext: 265
Janette joined my team in 2019. She prepares client paperwork, schedules appointments and assists with servicing our clients. Janette has been a valuable addition to the team and is able to help with any questions that may arise.
Image

Danielle Murdie

Administrative Assistant

716-839-1234 Ext: 214
Danielle is a graduate of Medaille College and has been in the financial services / insurance industry since 2005. She has worked with Mike Anastasia since 2008 and as his right hand handles all of the day-to-day service and new business for Mike. She, along with Mike, joined my team in 2020 and brings experience and the ability to assist our clients with her.

For More Information

Interested in Victor Anastasia’s services? Whether you’re an existing client who wants to schedule a review, or a prospective client interested in learning more, simply give us a call or complete the form below. We look forward to hearing from you!

L&M Wealth Management

3820 Sheridan Drive
Amherst, NY 14226
phone (716) 839-1234
toll free (800) 326-8410
fax (716) 839-3811
Map and Directions

Image