Biography

Greg Field

Greg Field

Greg Field, CRPC, CLTC
Financial Advisor
Kades-Margolis Corporation


BrokerCheck_logo-small

 

Email: gfield@4kmc.com
Direct Dial: (215) 806-3736
Toll Free: (800) 433-1828, ext. 131

 

Greg has been a member of Kades-Margolis Corporation since 2006.  His areas of specialties include retirement plans, investment planning and personal financial strategies.  He also offers his clients life insurance planning and long-term care insurance.

Experience
Greg’s successful career with Kades-Margolis began by working with employees of local school districts in Delaware County, Pennsylvania.  Since then, he has developed a broad background of retirement, personal and corporate financial strategies and services. Greg’s team approach to client service allows input from the diverse areas of expertise that Kades-Margolis offers.

Education
Greg received his Master of Business Administration Degree from Temple University in 1992.  He also is a graduate of The Pennsylvania State University with a Bachelor of Science Degree in Business Administration.  Since joining Kades-Margolis, he has earned his Chartered Retirement Planning Counselor (CRPC) and Certified in Long-Term Care (CLTC) designations.

Personal
Greg and his wife, Amy, live in Maple Glen, Pennsylvania, with their two sons, Zach and Josh.  Greg enjoys racquetball, tennis, and biking in the summer.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.