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Financial Services

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

Meet The Team

Professionals who will guide you in developing a comprehensive, personalized wealth plan. Learn More
Income Planning

Income Planning

Developing a comprehensive retirement management strategy centered around your income and personal goals. Learn More

Access to the Latest Financial News and Wealth Planning Tools

Lumsden McCormick Office Suffers Fire icon

LATEST INSIGHTS

Lumsden McCormick Office Suffers Fire

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. 

Understanding FDIC Insurance icon

LATEST INSIGHTS

Understanding FDIC Insurance

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.

SECURE Act 2.0: An Overview icon

LATEST INSIGHTS

SECURE Act 2.0: An Overview

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.

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