Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”
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On this upcoming Independence Day, we wish our families and friends a happy and safe holiday! Happy 4th! 🎇 #HappyIndependenceDay #IndependenceDay #July4th
As we commemorate this upcoming Independence Day, let us take a moment to reflect on our liberties and celebrate the diversity that makes our country strong. Wishing all a safe and festive Fourth of July celebration! #HappyIndependenceDay #IndependenceDay #July4th
Our team had an intense #training session with Matt Homa of Prudential Financial, and then took some time to build relationships on the beautiful Tierra Rejada Golf Club, followed by a fantastic dinner. Work hard, play hard! ⛳️🍽️ 🌐 #LenoxDifference #ProfessionalDevelopment Frank Anzalone, Daniel S. Oh, Ari Greenman, ChFC®, Irvin Hu & Matthew Kogan
It’s about more than launching a business. It’s about building a lasting legacy. Let’s find the right financial support for your journey. Connect with a financial advisor today: https://bit.ly/3RNL74M
Recently, our #interns got an inside look at Lenox! 🌐 They discovered how data drives business decisions, Marketing creates brand awareness, and observed the behind-the-scenes process of finance. So proud of their curiosity and enthusiasm! 😃 #LenoxDifference #FinancialServices #CareerDevelopment
Provide your clients with customized solutions. Accelerate your practice growth. Join Lenox Advisors today: https://lnkd.in/ehnyffJA.
At Lenox Advisors, you have full ownership of your practice. Connect with us to learn more: https://lnkd.in/ehnyffJA.
LGBTQ+ families often encounter situations that call for extra planning. Connect with a financial advisor to discuss how tools like an estate plan can help protect the ones you love. https://bit.ly/3KYNUUL
After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.
This Juneteenth, let us recognize and applaud those at the forefront of the fight for justice. Together, we must reflect on our progress, advocate for further advancements, and uphold equal opportunities for all. NAACP is the largest and most influential civil rights organization in the nation, Lenox Cares is proud to support their vital work. Learn more about the NAACP and how you can take action : https://naacp.org/ #Juneteenth #EqualityForAll
Juneteenth symbolizes freedom and independence, serving as a reminder of our journey toward equality. It is a day to not only celebrate but also to reflect on past achievements, ongoing challenges, and future goals. We applaud the dedicated leaders advocating for justice, liberty, unity, and equal opportunity for all. We must continue to amplify voices and work toward creating a more equitable and inclusive society.
This week, our #interns dived into our product and service offerings, gaining valuable insights. 📚 They explored everything from the importance of diversification in asset management to our executive benefit capabilities for corporations. It's all about providing them with a well-rounded perspective on financial services! #LenoxDifference #FinancialServices #CareerDevelopment Cara Sharpe & Mark Dundon