🎉 Exciting News! 🎉 Lenox is thrilled to announce that 21 of our esteemed advisors have been named to Forbes' annual lists of Top Financial Security Professionals! This marks our strongest performance since the ranking's inception in 2021. 🙌 This recognition from Forbes honors top-performing wealth managers both nationally and by state, who excel in addressing all facets of client finances, including estate, tax, and retirement planning. Advisors are rigorously assessed based on both quantitative and qualitative metrics, encompassing personal interviews, industry experience, compliance records, and revenue generated. A huge congratulations to our team for this remarkable achievement! 🌟 https://lnkd.in/e9_jCrs5 #LenoxDifference #Forbes William Basel CFP® ChFC®, Malcolm-Scott Bosse, CFP®, JD, MBA, Brian Bulger, Don Draudt - CFP®, CLU®, CAP®, Paul D. Ferrante, Darren Gerstenblatt, CFP, CLTC, CFBS, Brian C. Johnston, CFS, Brian Kaplan, Zachary Kriftcher, Abbe F. Large, CLU, CLTC, Brian Large, Gregory Large, Michael McLaughlin, Todd Parker,ChFC,CLTC,CLU, Jonathan Perry CLU®, ChFC®, CLTC, Robert Segall, JD,CFS,CLTC, Matthew Sendach, CLU®, ChFC®, Gabe Schulman, Peter Slesinski, Vincent Trimarco, CLU®, ChFC® Frank Anzalone
Lenox Advisors
Financial Services
New York, NY 7,698 followers
Comprehensive financial solutions built for you!
About us
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”
- Website
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https://www.lenoxadvisors.com/
External link for Lenox Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1992
Locations
Employees at Lenox Advisors
Updates
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Cultivating new talent for the financial sector starts with getting young people engaged with finances in their own lives. When they understand the importance of financial planning through personal experience, they’re more likely to consider a career as a financial adviser. According to advisor Matthew Sendach, CLU®, ChFC®, when Lenox brings in new advisers, seasoned colleagues play a crucial role in mentoring and helping their young counterparts find clients. 💡 Interested in a career as a financial adviser? Start by understanding your own financial future. #Lenox Difference #FinancialLiteracy #Hiring Frank Anzalone
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Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.
Do presidential elections impact markets?
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🚲 Star Track Cycling has secured a donation from the MassMutual Foundation as part of thier annual Community Service Award program. The MassMutual Foundation made the donation in honor of the volunteer efforts of Gregory Olsen, CFP, AIF, partner at Lenox Advisors. “We are stronger when we come together as a community,” said Dennis Duquette, president of the MassMutual Foundation. “We are proud to recognize Greg for embodying the ‘Live Mutual' spirit with his dedication to improving his community and are delighted to support this great work.” Thank you Greg, for all the great work you do! 🌐 #LenoxDifference #Community #Volunteer #GiveBack #Cycling #NYC #Bike To learn more about Star Track Cycling, visit https://lnkd.in/enzKfeDF
Star Track Youth Cycling
startrackcycling.org
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We're #hiring a new Financial Advisor Los Angeles (Associate Level) in Los Angeles Metropolitan Area. Apply today or share this post with your network.
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We're #hiring a new Sales Manager in New York City Metropolitan Area. Apply today or share this post with your network.
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Stefan Greenberg, CFP Managing Partner at Lenox Advisors, highlights the advantages of single-premium insurance—enabling a one-time payment for coverage. It provides cost-effectiveness, flexibility, and cash management options for efficient financial safeguarding.
Single-Premium Insurance: A Different Way to Pay for Coverage
lenoxadvisors.com
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Estate planning just got a little more pressing, even for those of us who aren't the ultra wealthy 🏛️💼. Did you know there may be federal estate tax changes on the horizon? Act now! Check out our latest insights on how these changes could affect your legacy and why it's critical to get ahead of them.
Plan now? The estate planning 2026 question mark
lenoxadvisors.com