Who We Serve


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Small Businesses

Running your own business takes a lot more than just hard work. It also requires the right financial plan – one that accounts for your own personal financial needs. When ...

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School District Employees

Financial Advisors for School District EmployeesAs a school district employee, you have a unique set of financial needs and challenges, from dealing with an income gap in the summer months, ...

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Police & Firefighters

Financial Advisors for Police & FirefightersAs a police officer or firefighter, you’re dedicated to serving and protecting the communities in which you live and work. But who’s watching out for ...

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NYS Troopers

Financial Advisors for New York State TroopersEveryday, you put your life on the line – and you need to make sure your family is well protected should the unthinkable happen. ...

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Individuals & Families

For many individuals and families, the process of financial planning can seem like an expensive or overwhelming proposition. But at L&M; Financial, our Financial Advisors through their affiliation with Securities ...

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Federal Employees

From the Thrift Savings Plan (TSP) to FEGLI, federal employee benefits can get complicated fast. At L&M;, we have the information and experience – more than 35 years of it, ...

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City, County, & State Employees

Whether your goal is to fund your child’s college education, protect your family during your working years, or build up enough money to supplement your pension once you retire, L&M; ...

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