Bristol Financial Services is a full-service independent broker dealer with an emphasis on financial and retirement planning.



FOR YOUR RETIREMENT: IRAs, Simple Plans, 401K and 403B and Non-Qualified Plans

FOR YOU AND YOUR FAMILY: Mutual Funds, Annuities, Individual Securities, Life and Long-Term Care Insurance, Wrap and Advisory Accounts, Asset Allocated Portfolios and College Planning

FOR YOUR EMPLOYEES: Employee Benefit Programs, Retirement Planning Consulting, Life Insurance Planning and Non-Qualified Deferred Compensation


Get a free life insurance quote now:

Our History

  • 1968- Our founder, Milton Koenigsberg, starts his own broker-dealer

  • 1978- Milton earns CLU (Chartered Life Underwriter)

  • 1992- Michael Hartzman joins Milton at the broker-dealer

  • 1994- Milton appoints Michael as the President of the broker-dealer

  • 1996- Michael becomes COO of Northeast Securities

  • 1997- Milton joins Northeast Securities

  • 2000- Michael and Milt create Koenigsberg Hartzman to focus on retail clients

  • 2004- Michael completes the CFP (Certified Financial Planner) certification program

  • 2005- Bristol Financial is founded as a broker-dealer

  • 2005- Michael begins teaching retirement planning at C.W. Post/LIU

  • 2009- Bristol Asset Management, a registered investment advisory, is formed

  • 2011- Bristol completes transition to Pershing's direct brokerage clearing services

  • 2013- Bristol enters into a strategic partnership with Dominick Tavella, President of Diversified Financial Consultants, located in Bellmore

  • 2014- We surpass $300 million in assets under management

  • 2016- We move to our new location in Jericho, NY

  • 2018- Bristol completes transition to Raymond James

Our Team


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 MASON, Chief Operating/Compliance Officer

Randi began working with Michael in 1996 and joined the Bristol team in 2002. She manages all office activity and insures that Bristol is in compliance with FINRA and SEC regulations.


DONNA DATRE, Controller

Donna began working with Bristol's founding partner, Milton Koenigsberg, in 1984. As our Controller, she prepares budgets and maintains ledgers and accounting processes.


YVETTE WERTHNER, Operations Liaison

Yvette came to Bristol in 2008 and has over twenty years experience in the business. She oversees all Raymond James account activity and acts as a liaison between Michael and clients.

DIANE MAURICI-DORTA, Sales Assistant, Mutual Funds and Annuities

Diane came to Bristol in 2012 with over twenty years experience in the industry. She helps guide you through the operational side of the investment process. Once your initial investment is made, she will handle your future service needs.


AMANDA KHAIT, Financial Advisor, Insurance Broker, Operations Liaison

Amanda works here full-time managing Raymond James accounts. She also holds a Series 7, Series 99 and insurance license.


JENNIFER HILL, Operations Liaison

Jennifer began working with Bristol in 2014 and has over twenty years experience in financial services. She works at Bristol full-time managing Raymond James accounts for our outside brokers and holds a Series 99 license.

FRANK LORIA, Financial Advisor

Frank came to us after years of managing a successful family-owned business. As a registered financial advisor, he provides clients with advice on financial matters, making recommendations on the best way to utilize their money.

CYNTHIA BIANCHI, Licensing Manager

Cynthia has been working at Bristol part-time since 2006. She handles our licensing requests and ensures compliance with all applicable regulations.


ANGELA JIMENEZ, Special Projects, Webmaster, Social Media Manager

Angela splits her time between freelancing as a photographer and working on special projects at Bristol part-time. She created our website, manages its content, and runs our social media accounts.


Who We Serve

Business Owners of Growing and Mature Companies

We provide solutions for additional tax advantages and wealth-building techniques specifically designed for business owners and executives.

Individuals and Families

We work with individuals and families to sort out and plan for life’s next financial decisions, including estate planning, solutions for accumulated assets, retirement planning and tax-efficient investment solutions.

Affluent, Emerging Affluent and Suddenly Affluent

We provide asset-protection solutions, asset-maximization strategies and tax-efficient investment solutions to assist in preserving your estate for your lifetime and for that of your loved ones.


“I've been working with Michael for years and I've always been impressed by his professionalism and commitment to his client base. His sound approach towards investment management has helped him steer his clients through all the crazy market cycles of the 1980s through today. Plus, you can add his warm and welcoming personality to the package!” 

-Wendy Ehrlich CRPC®, VP, Regional Sales Manager, Oppenheimer Funds

“I get satisfaction in working with Michael Hartzman! Plain and simple. He approaches everything he does from the standpoint of how it affects his client's overall picture, not just from the 'here and now'. I believe his comprehensive viewpoint is a function of his training as a certified financial planner. His patience comes from years of effectively teaching his craft of financial planning to students and his care comes from being a devoted husband and father. As a teacher, planner and family man... Michael has it all.. Patience, care, and understanding.” 

-Rob Larsen, Wholesale Vice President, Invesco Aim

“In his world of financial investments, advice, and planning, Michael Hartzman is the best, with his finger on the pulse of what works and what doesn’t. He has taken care of me for the past eleven years and I would have no hesitation in recommending his services to all who have given thought to protecting and expanding their wealth. Michael makes time for us all and speaks to us in ‘our world'. I love his newsletter, ‘The Hartbeat,’ where he makes financial news understandable with a dash of humor. As we have seen in recent years, the world of finance has unexpected changes and he keeps up the pace. I completely trust and value his judgment. Having my finances in the capable hands of Michael Hartzman gives me the feeling of security that enables me to take my finances to the next level and beyond." 

-Kris Sorbie, President, Kris Sorbie LLC , and Artistic Director, Redken Education

"Michael has managed our investments for many years. His integrity, attention to detail and incredible knowledge of financial markets is why my wife and I have relied upon his judgment to manage our finances. I highly recommend the financial services provided by his management firm."

-Michael Gruenberg, Gruenberg Consulting, LLC, and Author, Buying and Selling Information: A Guide for Information Professionals and Salespeople to Build Mutual Success


Client Appreciation Brunch

Our annual client appreciation brunch takes place every spring at the Cold Spring Country Club, located on East Gate Drive in Huntington, NY.

From Manhattan: Queens Mid-Town Tunnel to Long Island Expressway. Continue East to Exit #48 (Round Swamp Road). At light on Service Road go left under overpass and follow Round Swamp Road, North to the end – Route 25 (Jericho Turnpike). Right on Jericho Turnpike six-tenths of a mile to Club entrance on the left side.

From Verrazano Bridge: Follow signs to Brooklyn-Queens Expressway and then to Long Island Expressway, as above. Alternate Route: Belt Parkway, east and then North to Long Island Expressway, as above.

From George Washington Bridge: Take Whitestone or Throgs Neck Bridge to Clearview Expressway going south and connect with the Long Island Expressway, East as above.

From Eastern Long Island: Long Island Expressway West to Exit #48 (Round Swamp Road). At light on Service Road turn right and follow Round Swamp Road, North to the end – Route 25 (Jericho Turnpike). Right on Jericho Turnpike six-tenths of a mile to Club entrance on the left side.

See photos from past brunches here

Press and Publications

Read Michael’s article in 50+ Lifestyles (October 2019)

Read Michael’s article in 50+ Lifestyles (June 2019)

Read Michael's article in the 50+ Lifestyles Long Island Resource Guide (Vol. 2 2017-2018)

See Bristol Financial mentioned as a sponsor in 50+ Lifestyles (November 2017)

Read Michael's Producer Profile in the Crump Newsletter (Fall 2017)

Read Michael's article in 50+ Lifestyles (May 2017)

Read Michael's article in the 50+ Lifestyles Long Island Resource Guide (Vol. 2 2016-2017)

Read Michael's article in the 50+ Lifestyles Long Island Resource Guide (Vol. 1 2016)

Read Michael's articles in 50+ Lifestyles (July 2014, May 2014 and January 2015)

See Michael quoted in Newsday (July 13th, 2014 and September 22nd, 2013)



Privacy Policy-Disclaimer

Lebenthal Financial Services, Inc. Privacy Policy

Lebenthal Financial Services, Inc. (“LFS”) is required by SEC Regulation S-P to inform customers about our policy regarding how we handle non-public personal information. LFS and its clearing agents have a policy of protecting the confidentiality and security of personal and financial information we collect from our clients.

How we collect information

We collect non-public personal information directly from you when you apply for, access and use financial products and services offered by LFS and/or our clearing firms. This information is obtained directly from you with your consent, and is necessary to provide you with services you have requested. The type of information we require depends on the nature of your request but in most cases includes your name, mailing address, phone number(s), account number(s), and social security number. We may also collect information about you when you have entered into, viewed and or downloaded information from our website. All information we collect from you is securely maintained and is kept strictly confidential.

Why we collect information

We limit the collection and use of information to the minimum required to deliver superior services to you and as required by law. Such services include maintaining your account, processing transactions requested by you and administering our business. We may verify this information or get additional information from our customer reporting agencies or public sources.

Disclosure of Information

We restrict access to non-public personal information to those employees and authorized agents who need to know that information to provide products or services to you. Our employees and authorized agents are required to protect the confidentiality of your information and to comply with our established policies. We maintain physical, electronic and procedural safeguard that comply with federal standards to guard your non-public personal information. 

In some cases, we may need to disclose your non-public personal information when either authorized by you, or when required or permitted by law. You may request that we disclose your information to credit agencies or other financial institutions. We may be legally required to disclose your information under court order or in response to government inquiry. In these cases, we will only give information required and we will take every precaution to make sure all requests for information are legitimate.

We may contract with outside service providers (unaffiliated third parties) in order to better service you, and in the process will need to supply them with information we receive from you. Our service providers are under contractual obligations to protect your information in a manner that is consistent with the privacy policy we have established.

We will not make any disclosure of information to other companies who want to sell their products to you.  For example, we will not sell customers lists and will not sell your name to a catalogue company.

Broker Protocol

The Company is a member of the Broker Protocol and may share information as follows:

When RRs move from the Company to another firm, and both firms are signatories to the Broker Protocol, the RR may be allowed to take account information including client name, address phone number, email address and account title of the clients that they serve iced while at the firm. (“the Client Information”). RRs are prohibited from taking any other documents or information. Clients will be provided the opportunity to “Opt out” of the sharing of this information.


Opt Out Policy

You have the right to opt out and not have your non-public personal information disclosed to a nonaffiliated third party. If you would like to opt out please contact the office.

To Whom This Policy Applies

This policy applies to current as well as former clients of Lebenthal Financial Services, Inc. If you have any questions about this privacy policy or concerns with how your information is handled please feel free to us at 516-349-5555.

This is not an offer to sell securities in or an offer directed to any resident of any jurisdiction in which the Agents are not registered. All investment decisions should be made based on individual circumstances, needs and goals after a discussion with your Financial Professionals. Before making any investment please request a prospectus and read it carefully.

Securities offered through Lebenthal Financial Services, Member FINRA-SIPC

Michael Hartzman is licensed to offer insurance products in the following states*:

AZ, CA, CO, CT, FL, GA, KY, MD, MA, NJ, NY, NC, PA, RI, SC, VA and TX

Michael Hartzman is licensed to offer securities to the residents of*:

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, NC, NJ, NV, NY, PA, PR, RI, SC, TX, VA, VT and WA

*If you do not see your state of residence listed but would like to speak with Michael Hartzman or open an account, please call the office at 516-349-5555.




500 North Broadway, Suite 238

Jericho, NY 11753

Tel: 516-349-5555

Fax: 516-349-7471

General Questions:


Yvette Werthner: 516-605-6078

Amanda Khait: 516-605-6082

Jennifer Hill: 516-605-6077


Diane Maurici-Dorta: 516-605-6080

Donna Datre: 516-605-6076


Randi Mason: 516-605-6081

Cynthia Bianchi: 516-612-6742

Name *

Click the image below to access your Raymond James account information online:

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