Those who know the storied Lebenthal history may find familiarity in the icon of a farmer guiding the horse-drawn plow. While the image may suggest a bygone era, the wisdom of what it represents endures to this day: Working hard, planting seeds, tending to the land, and knowing that patience will be rewarded by the future harvest.
Today at Lebenthal, we help hardworking people pursue their cherished goals, not by chasing the hot stock of the day or the trendy investment strategy of the month, but by adhering to a disciplined approach of responsible investing – just as we always have.
A SIMPLER APPROACH to managing wealth wisely
Lebenthal Financial Services, Inc. is an independent, full-service broker-dealer based in Jericho, NY, led by President Michael Hartzman, CFP®. We combine decades of market experience with a personalized approach to help clients build, protect, and grow their wealth.
Lebenthal Global Advisors, headquartered in Hauppauge, NY, and led by President Dominick Tavella, serves clients across the country with additional offices in Florida and New Jersey. Our team delivers thoughtful, goal-driven financial strategies backed by a deep commitment to long-term client relationships.
Lebenthal Wealth Planning is the dedicated planning division of Lebenthal Financial Services, focused on helping clients design comprehensive strategies for retirement, estate, education, insurance, tax, and investment management—all aligned to support their life goals.
Contact Us
Whether you're looking to plan for retirement, explore investment strategies, or simply get a better understanding of your financial future, our team is here to guide you. Fill out the form below and a member of our team will reach out to schedule a conversation. We look forward to connecting with you!