Our Firm's most important assets are its people.
Kevin Leszczynski is our Registered Principal and a graduate of Penn State. Kevin has been helping his clients create and achieve their Financial, Business, and Family Estate Planning goals for over 25 years. He enjoys a close and long-term relationship with his clients. Kevin's focus is the custom design of individual plans intended to grow and protect the Portfolio of each client and their respective families. Preservation of principal and income, as well as the guaranteed continuity of a family business interest, are the defined outcomes of each Plan design.
In 1998, Kevin established Sanderling Financial Group to provide a platform for independent, financial advice. He is currently registered with Cetera Advisors LLC and holds Series 7, 63, 65, and 24 securities registrations and maintains his Life and Health Insurance License in PA, NJ, FL and NY.
Patricia Cogan is a Registered Assistant to Kevin Leszczynski. Pat is a graduate of Villanova University and has her Masters in Business Adminiistration as well as her Series 6 license. Pat has over 20 years experience in the Financial Services industry and has been servicing the clients of Sanderling Financial for over 5 years.
Sanderling Financial Group offers the following services:
- Portfolio Risk Analysis
- Portfolio Tax Analysis
- Pre and Post Retirement Income Planning
- Business Continuity Planning
- Family Estate Planning and Preservation Strategies
- Charitable Giving Strategies
- 401k Plan In-Service Transfer Options
- Inherited IRA Planning
- Insurance Portfolio Review
We look forward to working with you!
Registered Principal offering securities through Cetera Advisors LLC, member FINRA
Cetera is under separate ownership from any other named entity Contact Kevin Leszczynski, Registered Representative, at (610) 431-4100.