Our Qualifications

L&M has been working with individuals and businesses across New York State since 1972.  Each of our agents has extensive personal and professional experience; and licensed insurance and investment specialists work in each of our offices and can respond immediately to your requests.

Robert Gentner has been with L&M since 1979, and holds Series 7, 63, and 65 registrations and LIfe and Helath Insurance licenses in New York. 

Jason Gentner, CFA, CFP, CLTC has been with L&M since 2002 and holds Series 7 and 63 registrations, Life and Health Insurance licenses in the states of New York and Florida.  Jason is a Certified Financial Planner as well as a CFA Charterholder.  In addition, Jason is Certified in Long-Term Care.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your financial plans.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

At L&M we believe it is a privelege to work for you and look forward to using our expertise to help you pursue your financial goals.  And so, we invite you to join our family.

 

Call us at 716-839-1234 for a complimentary consultation.