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L & M Financial Services - 4 Reviews - 3820 Sheridan Dr, Amherst, NY - Insurance Carriers Reviews - Phone (716) 839-1234

L & M Financial Services

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3820 Sheridan Dr
Amherst, NY 14226
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(716) 839-1234
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Reviews

( 3 )
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( 1 )

Best

I was referred by a co-worker, and I got excellent service, and great advice.

Worst

This financial group does not have very good customer service and is basically out to make as much money as possible but at the expense of the customer. I had a very poor experie...

Excellent Service 11/24/2008

I was referred by a co-worker, and I got excellent service, and great advice. more

First rate service 11/23/2008

I've been a satisfied investor with L&M for 26 years. They've always given me good advice, and they recently added an in-house CPA. more

I suggest you call L&M first 11/23/2007

With retirement fast approaching , I recently met with financial advisors from five local firms. I eventually chose the rep from L&M Fianacial in Amherst because he seemed to be the most knowledgeable, professional, and unbiased of the five. The first two people I met with turned out to be "agents" of big insurance companies, one guy I met with wanted to charge both fees for his advice, and commissions on the products he "recommends", and the other "advisor" i saw was obviously clueless about my benefits and pension as a government employee. The L&M rep had thousands of mutual funds to choose from, as well as all the big insurance company's products (even those offered by the first two "insurance agents" I had met with). I liked the fact that L&M is a local, family owned business, and was pleased to learn that my new L&M broker actually has a degree in Federal employee benefits. I suggest you save the time, and call L&M first. more

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Confusing Service 3/26/2006

This financial group does not have very good customer service and is basically out to make as much money as possible but at the expense of the customer. I had a very poor experience with this company. The monthly statements they provided for the account was very confusing. When asking the company what various numbers and abbreviations meant they had a hard time explaining and interpreting the information. Eventually it was figured out that they were perpetually shifting money around and charging a fee each time. Shifting the money almost weekly if not more frequently so any profits seen where almost undoubtedly spent on the shifts from one fund to another. I would not put my money back in this institution. more
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