Contact Us

We’d love to help you create a financial plan tailored to your goals. Whether you’re just starting out, planning for retirement, or looking to protect your legacy, our team is here to guide you every step of the way. 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!

Email: contact@Lebenthal.com

Phone: 516-349-5555

Address: 500 North Broadway | Suite 238 | Jericho, NY 11753

Exterior view of Jericho Atrium shopping center with Kimco signage, parking lot, and street lamps on a clear day

Lebenthal Wealth Planning, Inc.

500 N Broadway | Suite 238 | Jericho, NY 11753-2128

T 516.349.5555 | F 516-349-7471 | Map & Directions

About Us

Form CRS

Contact

Important Information

Podcast

Store

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. Linked sites are strictly provided as a courtesy. Lebenthal Financial Services, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Lebenthal Financial Services, Inc., and its affiliates.”

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

Disclosures