Kades-Margolis is a leading regional financial services & retirement planning organization primarily serving the education community in Pennsylvania, New Jersey, & Delaware.

Our 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. 

Our employer plans division helps implement benefit programs & tax-smart financial strategies into school districts.

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Securities 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.

Consulting

Education

Insurance

Retirement

Kades-Margolis Corporation

Kades-Margolis Corporation's headquarters in Wayne, PA, United States

Ed Margolis

Thomas Fleming

Kimberly Keel

This department provides expert financial guidance and support to clients, helping them manage their investments and achieve their financial goals.

Financial Services

The Financial Professionals team at Kades-Margolis Corporation specializes in helping clients navigate retirement planning through investments in 403(b) and 457(b) plans. They provide personalized financial solutions, including college funding, life insurance, and long-term care insurance. The team also works with school districts to implement benefit programs and tax-efficient financial strategies, ensuring comprehensive financial wellbeing for their clients.

Financial Professionals

This department focuses on managing client relationships and ensuring customer satisfaction.

Client Services

The Client Services Team at Kades-Margolis Corporation is dedicated to supporting clients by addressing inquiries, managing accounts, and providing personalized assistance with retirement planning, college funding, life insurance, and long-term care insurance. They also liaise with school districts to implement and manage employer benefit programs and tax-smart financial strategies effectively.

Client Services Team

This department provides specialized assistance and solutions to enhance user experience and address complex issues.

Advanced Support Services

The Leadership Team at Kades-Margolis Corporation is responsible for setting the strategic direction and overseeing the overall operations of the company. Comprising the Managing Partner, President, CEO, and Vice President of Employer Plans, this team ensures the company's financial services and retirement planning solutions effectively meet the needs of the education community in Pennsylvania, New Jersey, and Delaware. They also focus on implementing benefit programs and tax-smart financial strategies for school districts.

Kades-Margolis Corporation

Org chart

Teams

Financial Services

Financial Professionals

Client Services

Client Services Team

Advanced Support Services

Leadership Team

Offices

Kades-Margolis Corporation

Org chart

Teams

Financial Services

Financial Professionals

Client Services

Client Services Team

Advanced Support Services

Leadership Team

Offices

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