Randy L. Hartzel, CFS, CLTC
Office: (215) 646-7591
Randy has been a Financial Advisor of Kades-Margolis Corporation since 2001. He specializes in retirement plans, state pension and rollover strategies and investment planning. He also provides clients with personal financial strategies, long-term care insurance planning and life insurance solutions.
Before working with Kades-Margolis, Randy owned a family run business in Harleysville, Pennsylvania. Randy utilizes many of the same skills and experiences he learned to run his business in his career in financial services. He values the relationships he develops with his clients as he works with them to help them to reach their financial goals and to enjoy a comfortable retirement.
Randy is a graduate of Juniata College with a Bachelor of Science Degree in Business Administration and Accounting. He is also a graduate of Souderton Area High School. He has earned several designations including Certified Fund Specialist (CFS) and Certification in Long-Term Care (CLTC).
Randy and his wife, Nancy, live in Maple Glen, Pennsylvania. His hobbies include travelling, golf, tennis and enjoying the Philadelphia sports teams.