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Leonard B

Series 63, Series 65

New Hope, PA

Cambridge Investment Research Advisors

Leonard Brodsky is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Commonwealth Financial Network for 19 years and operates Leonard Brodsky and Associates Inc., which he founded in 1995. Brodsky also acts as trustee for his company’s defined benefit plan and provides assistance with medical insurance claims. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm uses multiple platform arrangements and a mix of proprietary and third-party investment strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kelly B

Series 66

New Hope, PA

Cambridge Investment Research Advisors

Kelly Binkowski is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Leonard Brodsky and Associates, Commonwealth Financial Network, Bank of America, and Merrill. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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