Cyndi Leventhal’s Email & Phone

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Cyndi Leventhal

Financial Representative @ Lincoln Investment Planning

Cyndi Leventhal Contact Details

Location:
Greater New York City Area
Work:
Financial Representative @ Lincoln Investment Planning
President @ Miro Management LLC
Education:
@ The American College
About:

Financial Representative @ Advisory Services and Securities offered through Lincoln Investment Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Analyze client’s present finances and develop a plan to attain their future goals. Follow up with clients and evaluate implementation of the plan. Specialize in business continuation planning, business insurance, employee benefit programs, wealth management and estate planning. 

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