THE LEBENTHAL STORY began nearly a century ago
First established in 1925 by the husband-and-wife team of Sayra and Louis Lebenthal. Lebenthal began with the novel approach of educating everyday people on the wisdom of investing in municipal bonds rather than having their savings sit in a bank. The idea was a popular one and the firm grew by word of mouth and the many newspaper ads and television spots it ran. The firm evolved to offer comprehensive financial planning and a full range of services, but still stands for what it always did – helping hardworking, everyday people invest for the future and pursue their goals.
In 2019....Long Island investment professionals Michael Hartzman and Dominick Tavella partnered to purchase all rights to the legendary “Lebenthal” name. The opportunity came when they were approached by Andy Grillo, former president of Lebenthal Wealth Advisors. Hartzman & Tavella have been friends since 2005, worked together for eight years, and ran their own successful businesses for decades. Grillo said, “I had several parties express interest, but I felt the best fit would be Michael Hartzman and Dominick Tavella, primarily because of their philosophy of best practices and fiduciary responsibilities. These are the same values that made Lebenthal a household name.”
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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