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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 can help you work toward getting there.

Since 1972, our Financial Advisors have helped thousands of municipal employees – and their families – across New York State prepare for the future and work toward financial goals through sound planning.

We can also counsel you on your pension options, such as whether you should get life insurance to safeguard your pension, how to protect your spouse after your death, and whether to take the maximum amount.

Tell us about your financial goals

Products & Services L&M Can Offer City, County, & State Employees

  • Financial & estate planning
  • Long-term care planning
  • Pre & post-retirement counseling
  • Tax-favored investments
  • Mutual funds
  • Equities
  • Life insurance
  • Disability insurance
  • Funding for education
  • 401(k)
  • 457(a) Deferred Compensation
  • Individual Retirement Accounts (IRAs)
  • Payroll deduction services