Lebenthal Financial Services, Inc.

Lebenthal Financial Services, Inc. Lebenthal Financial Services, Inc. is a full service independent broker dealer

FOR YOUR RETIREMENT: IRAs, Simple Plans, 401K and 403B, and Non-Qualified Plans

FOR YOU AND YOUR FAMILY: Mutual Funds, Annuities, Individual Securities, Life and Long Term Care Insurance, Wrap and Advisory Accounts, Asset Allocated Portfolios, and College Planning

FOR YOUR EMPLOYEES: Employee Benefit Programs, Retirement Planning Consulting

What does the future of American democracy look like—and how should the law adapt to a rapidly changing world?This week ...
09/01/2026

What does the future of American democracy look like—and how should the law adapt to a rapidly changing world?

This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Harvard Law Professor Alexandra Natapoff, co-editor of "America Unfinished: 250 Years of Law and Governance".

Drawing on perspectives from sixty-two Harvard Law professors, the conversation explores the evolving state of American democracy, the role of the Supreme Court, the importance of disagreement and free speech, and how artificial intelligence is creating new questions for our legal system.

Plus, Michael and Dominick discuss the current market environment, rising interest rates, inflation, and the growing impact of the national debt.

🎧 Listen now on your favorite podcast platform

https://thelebenthalreport.libsyn.com/the-lebenthal-report-august-25th-2026

Our office loves our furry friends, and today we celebrate all the joy, loyalty, and unconditional love they bring into ...
08/26/2026

Our office loves our furry friends, and today we celebrate all the joy, loyalty, and unconditional love they bring into our lives. Don't forget to give your pups some extra love and attention today! Happy National Dog Day!

College costs keep climbing—but planning ahead can make a major difference.On this episode of The Lebenthal Report, Mich...
08/20/2026

College costs keep climbing—but planning ahead can make a major difference.

On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Greg Starita of J.P. Morgan Asset Management for a conversation about 529 plans and smarter ways to prepare for education expenses.

They discuss why simply getting started matters, the power of automatic investing and compounding, how 529 funds can be used beyond traditional four-year college expenses, options for unused funds, and how grandparents can play an important role in education planning.

🎓 You don't have to fund the entire cost overnight. The important part is having a strategy and getting started.

Listen here: https://thelebenthalreport.libsyn.com/the-lebenthal-report-august-18th-2026

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Happy National Joke Day! At our office, we believe laughter adds interest to life and hope our joke made you laugh. Give...
08/16/2026

Happy National Joke Day! At our office, we believe laughter adds interest to life and hope our joke made you laugh. Give us a call today to make your financial future as bright as your smile!

Growth expectations remain strong—but profit margins are tightening.On this Q2 CEO Outlook, The Lebenthal Report examine...
08/06/2026

Growth expectations remain strong—but profit margins are tightening.

On this Q2 CEO Outlook, The Lebenthal Report examines the latest Vistage CEO Confidence Index:

• Confidence Index: 84.2
• Revenue growth: 64%
• Profit growth: 48%
• Hiring growth: 50%

Discover how inflation, interest rates, AI, and economic uncertainty are shaping business decisions.

Watch now: https://www.youtube.com/watch?v=CuPN0KUmuv0

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Happy Parents' Day to all the moms, dads, step-parents, guardians, and role models who have made a positive impact on ou...
07/26/2026

Happy Parents' Day to all the moms, dads, step-parents, guardians, and role models who have made a positive impact on our journey. To all the parents out there, today is for you. Thank you for your endless love, your boundless patience, and the immeasurable joy you bring to our lives.

Markets continue to show surprising resilience despite geopolitical uncertainty.On this July Market Update, Michael Hart...
07/24/2026

Markets continue to show surprising resilience despite geopolitical uncertainty.

On this July Market Update, Michael Hartzman and Dominick Tavella discuss what's fueling the rally, why AI and semiconductor companies remain in focus, and what investors should watch as we head into the second half of the year.

🎧 Listen now on YouTube, Spotify, Apple Podcasts, Amazon Music, or wherever you get your podcasts.

https://www.youtube.com/watch?v=q_KxgTqrmDA

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Markets are hitting new highs—but is your financial plan keeping up?This week on The Lebenthal Report, Michael Hartzman ...
07/06/2026

Markets are hitting new highs—but is your financial plan keeping up?

This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella explain why diversified portfolios are outperforming, even as the Magnificent Seven take a breather.

Harold Bollaci, Esq., of Bollaci Law, joins the show to discuss the estate planning mistakes that can cost families time, money, and unnecessary stress—from beneficiary designations to trusts, probate, and New York estate taxes.

Listen now to learn how to protect both your investments and your legacy:

https://thelebenthalreport.libsyn.com/the-lebenthal-report-june-30th-2026

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

Wishing all a joyful Fourth of July filled with pride, gratitude, and celebration! 🇺🇸
07/04/2026

Wishing all a joyful Fourth of July filled with pride, gratitude, and celebration! 🇺🇸

With NIL (Name, Image & Likeness), student athletes can now earn millions—but many have never managed that kind of money...
06/26/2026

With NIL (Name, Image & Likeness), student athletes can now earn millions—but many have never managed that kind of money before.

On this week's Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Leda Zukowski of New York Life to discuss:

✅ How NIL works
✅ The financial risks young athletes face
✅ Why taxes, contracts, and financial planning matter from day one

Listen now and learn how NIL is transforming the future of college athletics:

https://thelebenthalreport.libsyn.com/the-lebenthal-report-june-23rd-2026

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://lnkd.in/g7XyAzM

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500 North Broadway, Suite 238
Jericho, NY
11753

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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