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Home > Financial Services > Stock Brokers > L&M Financial Services
L&M Financial Services
L&M Financial Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
L&M Financial Services representatives have been providing benefit programs, and financial services through their affiliation with Lincoln Investment Planning, Inc., to thousands of people across New York State since being established in 1972.
Whether for their group clients like PCNY the Police Conference of New York, PEF the Professional Employee Federation, NALC the New York State Troopers, National Association of Letter Carriers, AFSCME the American Federation of State, County, and Municipal Employees, or AFGE the American Federation of Government Employees, or their many individual clients, L&M representatives are regarded as an experienced source for guidance in the establishment of financial goals and estate plans, as well as specialists in the development of benefit programs for small or large groups.
L&M Financial Services provides various services such as Financial and Estate Planning, Long Term Care Planning, Pre and Post-retirement Counseling, Tax Favored Investments, Mutual Funds, Equities, Life Insurance, Disability Insurance, Funding for Education, 401k, 403b Tax Sheltered Annuities, Individual Retirement Accounts, Third Party Administration/Payroll Deduction Services. Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, and Member NASD/SIPC. Lincoln Investment Planning, Inc. and L&M Financial Services are independently owned and each is responsible for its own business.
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