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

Ed Margolis

Shannon Cucchi

Joy Crowle

Patrick Bello

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.

Leadership Team

Financial Professionals

Client Services Team

Leadership Team

About

Team members

Other teams at Kades-Margolis Corporation

Financial Professionals

Client Services Team