Lebenthal Financial Services, Inc - Jericho (NY)

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

Cheryl Clarke Efficient and caring tax professional. Stays current with tax code. I’ve had Mr Duff as my tax professional for so many years I’ve lost count. I know it’s been more than 10 years. If you din’t know more than what I know about your business or your attitude is off base, I don’t stay. I’ve been very pleased with his advice, friendly intellectual conversation , professional knowledge about the tax laws and promptness.

Jean Carlson Thomas Gwin is an excellent professional financial advisor. He is very knowledgeable and understanding. I trust his financial advice.

Cliff Miller Katie and her team are both knowledgeable and very friendly. We are thankful to be blessed by our association with them. I feel confident that our investments and plans are in excellent hands and we will continue to work together to achieve our retirement and future plans.

Joanna Stergiou Sari Pessah is wonderful. I would never go anywhere else to get my taxes done. She is very knowledgeable.