Bristol Financial Services is a full-service independent broker dealer with an emphasis on financial and retirement planning. As a Certified Financial Planner, Michael assists you with meeting your long-term financial objectives. He specializes in tax-planning, asset allocation, risk management, retirement/estate planning and long-term insurance planning.
His clients value his welcoming, friendly and practical outlook and appreciate his attention to detail and loyalty. Through his unique financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies. Randi began working with Michael in 1996 and joined the Bristol team in 2002.
His clients value his welcoming, friendly and practical outlook and appreciate his attention to detail and loyalty. Through his unique financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies. Randi began working with Michael in 1996 and joined the Bristol team in 2002.
Services
As required by FINRA regulations, we are providing to you information on the procedures to follow in the event you cannot reach our office due to a significant business disruption. It is required that this information be provided to you annually.
Lebenthal Financial Services Inc. plans to quickly recover and resume business operations after a significant business disruption (SBD) and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm's books and records, and allowing our customers to transact business.
Lebenthal Financial Services Inc. plans to quickly recover and resume business operations after a significant business disruption (SBD) and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm's books and records, and allowing our customers to transact business.
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