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.
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Verified contacts
11
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
69
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AD
Angela Datre
Web Designer, Social Media Manager, Special Projects · Information Technology
EmailPhone - FL
Frank Loria
Financial Advisor · Finance & Accounting
EmailPhone - SH
Scott Hartzman
Registered Representative · Sales & Business Development
EmailPhone - LM
Larissa Meyerhoff
Content Manager for the Lebenthal Report Podcast · Other
EmailPhone - MH
Michael Hartzman
Owner President · General Business & Management
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Lebenthal Financial Services, Inc
9 distinct titles indexed · top 9 shown.
- 2registered representative
- 1chief compliance officer
- 1content manager for the lebenthal report podcast
- 1financial advisor
- 1financial analyst
- 1operations associate
- 1owner president
- 1senior licensing manager
- 1web designer, social media manager, special projects
Sign up to unlock all 11 contacts at Lebenthal Financial Services, Inc
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