About
Overview
L&M Wealth Management
3820 Sheridan Dr
Amherst, NY 14226-1723
BBB Accredited Since: 12/15/2008
Years in Business: 53
BBB Accreditation & Rating
About This Business
Financial Planning
Insurance Products
Investing And Employee Insurance Benefits
Medical Benefits Consulting
Business Details
- Local BBB:
- BBB of Upstate New York
- BBB File Opened:
- 3/22/1990
- Business Started:
- 1/1/1972
- Business Started Locally:
- 1/1/1972
- Business Incorporated:
- 2/16/1988
- Type of Entity:
- Corporation
- Business Management:
- Mr. Joseph Lipsitz, President/CEO
- Mr. Richard Kohl, Business Manager
Additional Contact Information
- Customer Contacts
- Mr. Joseph Lipsitz, President/CEO
- Mr. Richard Kohl, Business Manager
- Fax numbers
- Primary Fax: (716) 839-3811
- Other Fax: (585) 244-9063
- Other Fax: (607) 785-2353
- Additional Phone Numbers
- Other Phone: (585) 244-9630
- Other Phone: (800) 326-8410
- Other Phone: (607) 748-1803
- Other Phone: (716) 839-1234
- Additional Email Addresses
- Technical Support: Email this Business
- Customer Service: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- NYS Banking Department
Licensed Financial Services Division
New York NY 10004-1417
Phone Number: (877) 226-5697
http://www.banking.state.ny.us/supinst.htm
More Resources
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