Strategic Alliances : Lenert Financial Group

Strategic Alliances

Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Mark Lenert provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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The Advanced Planning Group

The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Mark Lenert can bring experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

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New York Life

New York Life

Mark Lenert and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/17/16)

New York Life

CPI Companies

Our firm works with CPI Companies for life insurance brokerage to provide access to tailor- made financial strategies, services and products that our high net worth clients expect and deserve.

New York Life

Forest Hills Financial Group

Our firm works with Forest Hills Financial Group to provide our clients with disability insurance options. Located locally in Forest Hills, which is part of Queens, NY, Forest Hills Financial Group has been serving the community since 1980.