Lenox Advisors

Lenox Advisors is a financial planner in Stamford, CT, located at 281 Tresser Blvd # 1004. The firm provides personalized wealth management, insurance, and estate planning services for high net-worth individuals, their families, and corporate clients. Their consultative approach begins with understanding life goals, risk management, and investment objectives before developing customized strategies. For corporate clients, they design employee health and retirement benefit programs and voluntary benefit solutions with discounted individual insurance to protect senior executives.

The firm was started in 1999 by managing partners Michael Book, Greg Large, and Rick Van Benschoten. In 2002, Lenox Advisors was acquired by NFP, an Aon company, which provided resources for growth into a national presence with offices in New York, Stamford, Baltimore, Chicago, Los Angeles, San Francisco, and Delray Beach. The team includes professionals such as President Greg Large, Managing Director Abbe F. Large, and Senior Vice President Jane Schroeder. Advisors have access to a broad range of financial solutions, including asset management, risk management, and retirement planning. They also offer specialized services such as business overhead expense insurance, disability income protection, and strategic life insurance to protect and replenish retirement assets.

Lenox Advisors has been recognized as a Great Place to Work for nine consecutive years and named an Inclusive Workplace by Best Companies Group in partnership with COLOR Magazine. The firm’s charitable organization, Lenox Cares, supports the Ronald McDonald House, American Red Cross, and Covenant House. Professionals are licensed to sell securities and insurance products in multiple states, including Connecticut, New York, and California. The firm is recognized by MassMutual with the Chairman's Trophy Gold Bowl and Crystal Achievement Award.

Lenox Advisors combines its long history of serving high net-worth individuals with a collaborative team approach to deliver custom financial solutions in Stamford.

The firm sits on Tresser Boulevard, just a short walk from North State Street and the Stamford Fire Department Headquarters.

BizScoreAI awards a perfect 100 out of 100 for Content Quality, ensuring the website answers customer questions clearly enough for AI assistants to quote directly. The business also achieves a strong 87 out of 100 for Technical score, meaning the site is secure and indexable for search engines without errors. Additionally, BizScoreAI ranks Lenox Advisors number 1 of 23 Financial Planner businesses in Stamford.