Broad Street Financial, LLC

At our last team meeting, we celebrated Scott Warshaw, CHFC?, CLU?, MSFS, CFBS and Zachary Golen, AIF, C(k)P's 20th Work Anniversaries! ???? For two decades, they've been providing exceptional client service, and we're incredibly grateful for all they do for their clients and communities. Here's to 20 years of dedication, hard work, and making a difference! #WorkAnniversary #BeingBSF #Congratulations?

We rolled into #EmployeeAppreciationDay with a bowling party?? We had so much fun celebrating our amazing team and their hard work. It’s safe to say we definitely struck a good time! Thank you for making #BSF a great place to be. #BeingBSF #Thankful

Congratulations to Kathleen Wendling on earning her Certified Plan Fiduciary Advisor (CPFA?) designation?? CPFA is more than a title; it's a declaration of expertise and commitment. This certification underscores Kathleen's retirement planning expertise and dedication to providing exceptional service to Broad Street Financials' clients and community. Way to go, Kathleen! Here's to many more milestones ahead? #BeingBSF #Congratulations?

?????? Just Closed!!!! ?????? $1,908,500 SBA 7(a) loan for 95% stock purchase of an engineering firm. Just it time before the calendar year ended to assist all parties involved with meeting their tax preparation goals. Thank you to my team at Cadence and Anna Dinh with Broad Street Financial for making this a reality even with last minute curve balls!! If you have an opportunity to discuss, feel free to reach out to me at [email protected]!! #sba #sba7a #businessacquisition #partnerbuyout #cadencebank #

?? HUGE congrats to Charles Fazio, our 2024 Rookie of the Year?? This award is extra special because it's a once-in-a-career achievement! CJ is a two-time Rising Leader, Leaders Conference qualifier, and a first-time achiever. Talk about a stellar year! We're so proud and can't wait to see what the future holds. Way to go, CJ! #Congratulations #BeingBSF

This one's for you, Philly???? A Super Bowl victory for the ages! The Philadelphia Eagles brought home the trophy, showcasing the heart and soul of our city. So proud?? #SuperBowlChampions #GoBirds #BeingBSF?

Started the year off strong with an incredible team?? ??? Excited to collaborate on innovative ideas and achieve amazing things together in 2025. Here’s to a year of growth, success, and making things happen! #BeingBSF?

As we head into a new calendar year, the persistence of the AI trade, policy shifts, and geopolitical concerns will likely be at the top of investors' minds. Many uncertainties will shape market sentiment and investment decisions, so how can?investors?navigate the road ahead? Join us as?Bradford Pineault, CFA,?Vice President of Capital Markets Strategy for Fidelity Investments, reviews five themes investors should focus on?in 2025. Click on the link below to register! https://lnkd.in/ercCvN5N

Last week, we had the privilege of recognizing the incredible talent, dedication, and hard work of our team members. It was a day filled with inspiration, appreciation, and well-deserved recognition! From outstanding leadership to innovative problem-solving, every award highlighted the impact our team members have on our company, clients, and community. Their passion and commitment make BSF an exceptional place to work and grow. A huge congratulations to all the winners! Your achievements inspire us all, and we are grateful to have such a fantastic team driving our success forward. Here’s to another year of excellence, collaboration, and pushing boundaries! #BeingBSF #GreaterPhiladelphia?

As we head into a new calendar year, the persistence of the AI trade, policy shifts, and geopolitical concerns will likely be at the top of investors' minds. Many uncertainties will shape market sentiment and investment decisions, so how can?investors?navigate the road ahead? Join us as?Bradford Pineault, CFA,?Vice President of Capital Markets Strategy for Fidelity Investments, reviews five themes investors should focus on?in 2025. Click on the link below to register! https://lnkd.in/ercCvN5N