Company

Lebenthal Financial Services, Inc.

Financial Services 500 N. Broadway 16 employees

Employees: 16
Contacts: 2
Emails: 2
Phones: 1

www.lebenthalfinancial.com LinkedIn

Lebenthal Financial Services, Inc. Overview

Headquarters: 500 N. Broadway
Website: www.lebenthalfinancial.com
Industry: Financial Services
Employees: 16
Founded: 2005
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

IRAs Simple Plans 401(k) 403(b) Non-Qualified Plans Mutual Funds Annuities Individual Securities Life Insurance Long-Term Care Insurance Wrap and Advisory Accounts Asset Allocated Portfolios

About Lebenthal Financial Services, Inc.

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. Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Lebenthal Financial Services, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Yvette Werthner	Client Services Liaison		View
Gary Slavin Cic,cltc, Lutcf	Investment Advisor Representative, Financial Services Representative at Lebenthal Financial Services	Massapequa, New York, United States	View
Randi Mason	Chief Compliance Officer Lebenthal Financial Services, Inc.	East Norwich, New York, United States	Email
Michael Hartzman, Cfp	President - Lebenthal Financial Services, Inc.	Plainview, New York, United States	Email Phone