Description

• Private Wealth Management for Select Individuals Our commitment is to help you work towards achieving all your financial goals and to provide you with a worry free retirement. At L&M Wealth Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our clients lifestyle for a lifetime. Our Mission At L & M Wealth Management, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients expectations at all times. Independence & Objectivity As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations. Securities and advisory services offered through SII Investments, Inc., member http://www.FINRA.org, http://www.SIPC.org, and a Registered Investment Advisor. L & M Wealth Management and SII Investments, Inc. are separate companies. SII does not provide tax or legal advice. SII Privacy Policy - https://www.siionline.com/public/forms/sii_madv6130a.pdf
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  Headquarters:1001 Town Plaza Court Suite C, Winter Springs, Florida, United States

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  Phone Number: +1 407-790-4635

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  Website: https://www.lelleandmitchell.com

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  Employees:0

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  Revenue:$0 - 1M

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  Legal Name:L&M Wealth Management

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• |  NAICS Code: 523930  |

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