L M Financial Service is a reputable financial advisory firm based in Vestal, NY. With a team of experienced financial advisors, including Mark Anastasia, Michael Anastasia, and Victor Anastasia, the company offers a wide range of services, including investment management, long-term care insurance, and life and disability insurance. Their goal is to provide clients with a realistic approach to managing their investments and help them achieve their financial goals.
Established in 1981, L M Financial Service has built a strong reputation for its personalized and customized financial planning services. Led by Robert Rosen, a Registered Investment Advisor Representative with Securities America Advisors, Inc., the firm takes pride in offering clients a blend of products and services tailored to their specific needs. Whether it's creating investment strategies or providing guidance on insurance options, L M Financial Service is committed to helping individuals and families navigate the complex world of finance.
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