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  • 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
  • CLIENT PORTAL
  • CONTACT US
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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Mark Lenert (CA Insurance License #0F56851).

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. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

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. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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