Where Investing is an PROCESS, not a Product
PTK Financial, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at Terry@ptkfinancial.com or call us at 610.627.9914. We look forward to hearing from you.
We Believe - Investing is a Process not a Product
A successful investment advisory relationship begins with a clear understanding of each client's specific needs, concerns and objectives. Factors that must be taken into consideration are the individual's investment time horizon, income and liquidity requirements, prior investment
experience and tolerance
for risk. Once a framework is established it becomes a GUIDE in developing the asset allocation strategy and in selecting the individual securities that will make up a portfolio. This framework is constantly monitored to meet any changes in an individual life.
Above All - An advisory relationship must be based on trust.
An experienced financial advisor provides customized portfolio management and ongoing strategic oversight that can better position you to meet your short term and long term financial goals. Most importantly, he/she offers objective advice and is not emotion driven. In addition, he/she has access to tools not commonly available to the public.