Ellen G. Brodkin, Chfc, CLU, MBA - Financial Consultant

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Bala Cynwyd, PA
Ellen G. Brodkin, Chfc, CLU, MBA - Financial Consultant

California Insurance License #: 0F24133 They are not intended, and should not be relied upon, as insurance, investment or financial advice.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

04/02/2025

Your hard-earned investments deserve protection. From creating tax efficient strategies to safeguarding against risks, investment protection is a crucial part of financial and retirement planning. A strong plan helps ensure your savings, security, and legacy are protected for the future. Contact me and let’s build your strategy today!

09/28/2022

Learn more at https://equitable.com/life-insurance.

09/21/2022

Life insurance doesn’t just provide family protection. Learn how the right policy can provide generally tax-free retirement income, as well as provide additional benefits.

When you hear “life insurance,” you might think of a policy you’d purchase to leave a financial legacy or to protect your family in case you pass away unexpectedly. While those are the main reasons to buy a policy, life insurance can also include “living benefits” that offer flexibility, a...

09/14/2022

Learn how an Equitable Term-in-10 can help protect your loved ones for the unexpected, it’s easy and seamless. https://eqtble.co/3R4dEA6

09/07/2022

Life insurance provides protection to your family for the unexpected. Learn how much you’ll need to be prepared.

Image source: Getty Images Life insurance is one of the most important financial products most people purchase. A life insurance policy can protect

08/31/2022

Learn more at https://eqtble.co/3wtzZPD.

02/24/2022

Check out LPL's February 24 2022 Client Letter.

02/03/2022

The latest Atlantic Re:think article looks at how your financial decisions – both big and small – play a pivotal role in living the life you want as well as building long-term wealth. Let me help you design a financial strategy that enables you to achieve your goals and ambitions. https://eqtble.co/31UDnqG

01/31/2022

The latest partnership article looks at our relationship with wealth and ways it can be used to positively impact our overall well-being. Let me help you build a financial strategy that can bring you greater satisfaction in life. https://eqtble.co/3pQrfix

05/12/2021

We invite you to join The Atlantic “In Pursuit of Happiness” on May 20 at 9:30 a.m. This exclusive event, underwritten by Equitable and featuring Deepak Chopra, Angela Duckworth and several well-being experts, examines ways to build a more meaningful life. Register today for this free, one-of-a-kind experience.

Join The Atlantic on 5/20 for a live event that explores the human hold on happiness — and aims to find ways to build a more meaningful life. Learn more and RSVP: https://pursuitofhappiness.theatlantic.com/

12/29/2020

As we close out 2020 - one for the ages - we want to wish you all health, happiness and a renewed sense of optimism for 2021.

Address

1 Belmont Avenue/Suite 1100
Bala Cynwyd, PA
19004

Telephone

+16106604140

Website

http://www.ellenbrodkin.com/

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Our Story

I am dedicated to helping each of my clients build a secure financial future. Through a consultative, interactive process, I strive to guide my clients so that they may fully understand the strategies and products recommended to them. To help reach clients’ goals, I offer a variety of services, including life, disability and long-term care insurance, retirement planning and income distribution, estate planning, business continuation planning, and employee benefits. During my 28 years in financial services, I've continually worked to stay on top of my field and develop my professional skills. This includes participating in ongoing continuing education, as well as completing the curriculum and passing the rigorous exams for the: * Chartered Life Underwriter (CLU) * Chartered Financial Consultant (ChFC) * FINRA licenses: Series 6, Series 7, Series 63 and Series 65 My academic background includes: * Bachelor of Science Degree in Marketing from the Wharton School of the University of Pennsylvania * MBA from Temple University My education, over 30 years of business experience, and professional affiliations enable me to offer my clients innovative yet practical strategies to help meet their financial goals. I look forward to working with you.