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STRONG CONNECTIONS.

SECURE FUTURE.

SIGNIFICANT DIFFERENCE.

OUR FIRM


Our mission is to help clients reach long term financial objectives through clear, precise, and disciplined planning.

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FOR INDIVIDUALS


We provide individuals and families with innovative, cutting-edge products and services to help them grow and protect their wealth

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FOR BUSINESSES


We offer a wide array of services to help business owners address their financial needs at every stage of their business.

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GET IN TOUCH


Let us help you take the most important step toward creating your ideal financial future. We look forward to working with you.

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Welcome to Lenert Financial Group


For over sixteen years, Mark Lenert and his team have been helping clients secure their financial futures. As a Financial Advisor, Mark offers planning in the areas of insurance, investments, retirement, and business benefits. Mark founded Lenert Financial Group with a dream of having a significant impact on the lives of his clients. He and his staff strive to help families, friends, individuals, employees, and business owners navigate the financial aspect of their lives. Their desire is that you will prosper financially while working with them. Their aim is to properly counsel, guide, and assist you while also providing the peace of mind that comes with having in place a well thought out plan. Knowing that you have direction is of paramount importance to Mark and his staff. It drives them daily. It is their privilege and honor to work for you and with you in what they hope will become one of the most important partnerships of your life.
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OUR LOCATION


One World Trade Center
285 Fulton Street
39th Floor
New York, NY 10007

GET IN TOUCH


Call: (212) 261-0223
Email: mark@lenertfinancial.com

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Disclosure

Mark Lenert is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F56851), CO, CT, DC, FL, GA, IL, KS, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mark Lenert is licensed and authorized to offer insurance in California, but Lenert Financial Group may not be. For additional information on California licensure status, please click here.

Mark Lenert is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 285 Fulton St Fl 39, New York, NY, 10007, 212-261-0223. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Lenert is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Lenert Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Lenert Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
top logo- white
  • ABOUT US
    • About Our Firm
    • Meet Our Team
    • Our Process
    • Strategic Alliances
  • OUR EXPERTISE
    • Solutions for Individuals
    • Solutions for Businesses
    • Working with Other Advisors
  • CLIENT EDUCATION
    • Video Library
    • Newsletters
    • Calculators
    • Helpful Links
  • CONTACT US
  • CLIENT PORTAL

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