WE WELCOME your family to ours
We’ll put our decades of financial knowledge to work to build a practical plan and investment portfolio for you, with the goal of making the most of your hard work – just as we have for the many families and individuals we’ve had the privilege of serving over the years.
What we find most fulfilling, in addition to helping people pursue their cherished goals, are the strong bonds of friendship we’ve built along the way. It’s not uncommon for our clients to think of us as part of their family, and for us to consider us part of ours.
Lebenthal Financial Services, Inc.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. Linked sites are strictly provided as a courtesy. Lebenthal Financial Services, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Lebenthal Financial Services, Inc., and its affiliates.”
Securities offered through Lebenthal Financial Services, Member FINRA/SIPC, Headquartered at 500 North Broadway Suite #238 Jericho, NY 11753 phone: 516-349-5555. Check the background of this firm on FINRA's BrokerCheck.
The information provided on this website does not constitute an offer to sell securities in, or an offer directed to, any resident of any jurisdiction in which the Agents of Lebenthal Financial Services are not registered. All investment decisions should be made based on individual circumstances, needs and goals after a discussion with your Financial Professionals.
Investment Advisory services offered through Lebenthal Global Advisors, LLC Headquartered at 200 Parkway Drive South Suite # 200 Hauppauge, NY 11788