Lenert Financial Group, founded by Mark Lenert, LUTCF®, is a New York-based financial advisory firm with over 16 years of experience helping clients achieve long-term financial goals through personalized planning. The firm offers a comprehensive range of services, including insurance, investment, retirement, and business benefit planning, tailored to individuals, families, and business owners.

Emphasizing values such as honesty, integrity, and clear communication, Lenert Financial Group operates under the umbrella of New York Life Insurance Company and its affiliates, providing clients with access to a broad spectrum of financial products and services. Their mission is to guide clients toward financial security and peace of mind through disciplined and customized strategies.