Greg Holman Email

Financial Professional . Kades Margolis

Current Roles

Employees:
78
Revenue:
$17.7M
About
Kades-Margolis is a leading regional financial services & retirement planning organization primarily serving the education community in Pennsylvania, New Jersey, & Delaware.\n\nOur financial professionals help people plan for their retirements through investments in 403(b) & 457(b) plans. We also provide solutions for college funding, life insurance, & long-term care insurance. \n\nOur employer plans division helps implement benefit programs & tax-smart financial strategies into school districts.\n\n________________________________________________________________________________\n\nSecurities and Advisory Services offered through GWN SECURITIES, INC., 11440 North Jog Rd, Palm Beach Gardens, FL 33418, (561) 472-2700, Member FINRA (www.FINRA.org) & SIPC (www.SIPC.org)Kades-Margolis, A USRP company, is not affiliated with GWN SECURITIES, INC. This is not an official site of GWN Securities, INC (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.
Kades Margolis Address
940 West Valley Road, Suite 1200
Wayne, PA
United States

Past Companies

Kades-Margolis CorporationFinancial Professional
Kades-Margolis CorporationFinancial Advisor
Osteogenesis Imperfecta FoundationDirector - Board of Directors

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