Lenert Financial Group

New York Life

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120 Broadway Suite 2900
New York, NY 10271
  • Phone: (212)261-0223
  • E-mail address: mlenert@ft.newyorklife.com
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  • Home

    • Contact Us
    • Meet Our Team
    • Our Location
    • Solutions for Businesses
    • Solutions for Individuals
    • Eagle Strategies LLC
    • Helpful Links
    • Strategic Alliances
    • Video Library
    • Newsletters
    • Our Process
    • About Our Firm
    • The Advanced Planning Group
    • Working with Other Advisors
    • Calculators
    • Contact
    • Tell A Friend
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Lenert Financial Group

New York Life

Contact Us

120 Broadway Suite 2900
New York, NY 10271
  • Phone: (212)261-0223
  • E-mail address: mlenert@ft.newyorklife.com
 
  • NYL Promo
  • NYL Promo
  • NYL Promo
 
  • Home
  • About Us
    • Meet Our Team
    • Our Location
    • Solutions for Businesses
    • Solutions for Individuals
    • Eagle Strategies LLC
    • Helpful Links
    • Strategic Alliances
    • Video Library
    • Newsletters
    • Our Process
    • About Our Firm
    • The Advanced Planning Group
    • Working with Other Advisors
    • Calculators
    • Contact
    • Tell A Friend
  • Resources
    • Tax Library
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

Mark Lenert is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA (Ca. Ins. Lic #0F56851), CO, CT, DC, DE, FL, IL, MD, NC, NJ, NY, OR, PA, RI, SC, TX, and VA. No insurance business may be conducted outside of these states referenced.

Mark Lenert is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of CA, CO, CT, DC, FL, IL, MA, MD, ME, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, SD, VA, VT, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Mark Lenert is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IL, MA, MD, ME, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, SD, TX, VA, VT, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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

Neither Lenert Financial Group and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf