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Financial Services
Ensuring all pieces of your wealth plan work together in a tax-optimized manner today and in the future. Learn More
Meet The Team
Professionals who will guide you in developing a comprehensive, personalized wealth plan. Learn More
Income Planning
Developing a comprehensive retirement management strategy centered around your income and personal goals. Learn MoreAccess to the Latest Financial News and Wealth Planning Tools
LATEST INSIGHTS
Lumsden McCormick Office Suffers Fire
On Sunday, May 14, Lumsden McCormick headquarters at 369 Franklin Street, Buffalo, NY, suffered a fire. Thankfully, no one was in the office at the time and there were no injuries.
LATEST INSIGHTS
Understanding FDIC Insurance
It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited.
LATEST INSIGHTS
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.