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Frank Loria
Frank Loria Registered Representative

Frank joined Lebenthal Financial Services, Inc. in 2013, bringing with him extensive experience from years of successfully managing a family-owned business. As a dedicated financial professional, Frank excels in assisting both individuals and businesses in achieving their long-term financial objectives. His areas of expertise encompass investment planning, retirement planning, life insurance, long-term care insurance planning, succession planning, and providing support with estate planning matters. Frank's comprehensive skill set and commitment to his clients make him a valuable asset in navigating and optimizing various aspects of financial planning.

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Investment Advisory services offered through Lebenthal Global Advisors, LLC Headquartered at 200 Parkway Drive South Suite # 200 Hauppauge, NY 11788