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Lumsden & McCormick Financial Services, LLC

Cyclorama Building, 369 Franklin St., Buffalo, NY 14202
716.856.3300 | Fax: 716.856.2524 | dschlein@lumsdencpa.com

© 2024 Lumsden & McCormick Financial Services, LLC All Rights Reserved. Securities offered through Avantax Investment Services^SM, Member FINRA , SIPC . Investment advisory services offered through Avantax Advisory Services^SM. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management^SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Lumsden McCormick Financial Services is a wholly owned subsidiary of Lumsden & McCormick, LLP Certified Public Accountants.