Lumsden & McCormick Financial Services, LLC, headquartered in Buffalo, NY, was recognized as a Diamond Eagle firm for its exceptional accomplishments throughout the year at the 2015 1st Global National Conference that took place on November 8-10, 2015 in Fernandina Beach, Florida.

Based on business volume across the firm, the Diamond Eagle award is a privilege reserved for those firms dedicated to serving its clients through comprehensive financial planning advice. The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.  “As a partner to these exceptional teams, Diamond Eagle firms inspire us with their passion and lead us with their excellence, setting the standard for others to follow as they pave their paths to success,” 1st Global President David Knoch said. “They are exceptional because of the way they conduct their businesses and the important role they play in helping to create the good life for those who have been placed in their trust and care.”

Lumsden McCormick Financial Services partner and financial advisor David A. Schlein, CPA, was present at the Conference and accepted the award on behalf of the Firm.  He stated that “the Firm is honored to be recognized by 1st Global and prides itself on the thoughtful exchange and personal financial success it achieves with each client. “   This is the eighth consecutive year the Firm has been honored with this distinction.

About Lumsden & McCormick Financial Services, LLC 

Since 2001, Lumsden McCormick Financial Services has been committed to providing a comprehensive, proactive and accessible approach to wealth care for individuals, businesses and institutions. The firm is fully licensed and able to assist with all areas of financial and wealth planning.  Lumsden & McCormick Financial Services, LLC is a wholly owned subsidiary of Lumsden & McCormick, LLP, Certified Public Accountants. 

About 1st Global 

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

1st Global Capital Corp. is a member of FINRA and SIPC. Investment advisory services are offered through 1st Global Advisors, Inc., an SEC-registered investment adviser. Additional information about 1st Global is available online at http://1stGlobal.com.