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LPL Financial

LPLFinancial

405 Johnson Street – Jenkintown, PA  19046
Phone (215) 572-4300 – Fax (215) 572-9079

Kevin Supka - Registered Principal

Securities offered through LPL Financial  A Registered Investment Adviser.  Member FINRA/SIPC

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things:  an understanding of which investment products are most appropriate for their situation relationship with a trustworthy representative who has a clear understanding of their needs. 

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant sommitment to putting service first. 

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices.  If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or e-mail.  I can help you make sense of today’s investment climate. 

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Tax-advantage investing – to reduce your tax liability and let more of your money work for you
  • Retirement planning – to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments
  • Mutual funds – for diversification and professional management

For more information go to the LPL Investments website.

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