Lumsden & McCormick, LLP

Lumsden & McCormick Overview | Professional Affiliations

Peer Review | Community Service | Directions | Directory

Lumsden & McCormick is registered with the Public Company Accounting Oversight Board and is a member of the Center for Public Company Audit Firms of the American Institute of Certified Public Accountants. Membership requires us to maintain strict adherence to professional quality control standards and submit to a peer review of our control policies and procedures to demonstrate that adherence. Our 2009 peer review was recently completed and we recieved a grade of "passing", the highest designation available from the AICPA’s National Peer Review Committee. Our most recent peer review appears here and is available in PDF format.

Download 2009 Peer Review

Client Portal login

2012
Tax (Rate)
Pocket Guide

Educational Conferences

Records Retention Timeline

403 Main Street, Suite 430, Buffalo, NY 14203 | Phone: 716.856.3300 | Fax: 716.856.2524

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.

Lumsden & McCormick Financial Services, LLC is not affiliated with 1st Global Capital Corp.

Investment Advisory Services including fee based asset management accounts held through NFS LLC are offered through 1st Global Advisors, Inc.

All other financial planning services are offered through Lumsden & McCormick Financial Services, LLC.

We have individuals registered to offer securities in the states of Arizona, Arkansas, California, Connecticut, Florida, Maryland, New York, North Carolina, Pennsylvania, Tennessee, and Virginia. This is not an offer to sell any security in any other jurisdiction.