LDM & Associates Inc.
At LDM, we strongly believe that financial security is determined more by desire and discipline, than by social or economic background. We help our clients understand money. Our company mission statement is: to help Americans become financially independent – Whatever their circumstances and needs are.
Key Questions
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Is some or all your money at risk?
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Are you concerned with market volatility?
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Do you have enough money saved for retirement?
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Who would fund your retirement?
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Do you want your principal protected in an emergency?
Why We're Special
LDM emphasizes a “Financial Needs Analysis” plan for success which enables families or individuals to start working toward their financial independence. This plan is based upon an established strategy which can assist people from all demographics.Unlike companies that promote “cookie cutter ” financial services. LDM's 7 Step Plan includes a variety of strategic options centered around a core strategy—making it easy to customize a plan, which if applied properly, can assist in meeting each and every individual financial situation.
Meet Our Team!
Lee Miles
Owner/Founder
Courtney Burdick
Area Coordinator
Kayla Miles
Office Manager
Adelaide Halstead
Office Assistant
Peggy Miles
Customer Service
Rene Bergeron
Customer Service
Sheri Usselman
Processing Services
Keri Robbins
Scheduling & Customer Service
Jennifer Russo
Scheduling
LDM Inc's Regions
North Carolina
REGIONAL MANAGER
Indiana
REGIONAL MANAGER