Toll Free: (800) 433-1828, ext. 171
Direct Dial: (484) 895-5230
As a Financial Advisor of Kades-Margolis Corporation, Tim works with educators and their families to assist in planning their financial needs. His specialized financial services practice focuses mainly on 403(b) retirement planning and state pension counseling. Tim provides clients with advice and products for college saving plans, individual retirement accounts and managed advisory investments. He also provides life, disability and long-term care insurance.
The Pennsylvania State Education Association (PSEA) has endorsed Kades-Margolis exclusively for its investment planning and retirement services since 1974. It is Tim’s goal to preserve and continue to build that relationship by continuing to provide excellent service.
Tim has spent 16 years in the financial services industry, primarily in the institutional realm. He’s held the Regional Vice President position with major insurance, mutual fund and alternative investment firms. Throughout that time, Tim has served as a consultant to financial advisors, providing business building support in the form of idea implementation, educational forums, and public seminars.
He now serves the investing public, aligned with Kades-Margolis Corporation, where he employs his years of product knowledge and portfolio structuring to build, manage, protect and transition the wealth of his clients. His goal is to provide education, leadership, and direction throughout every stage of retirement through a definable, truly unique process. He is registered to provide managed advisory services and mutual funds. He is separately licensed to offer annuities and life, accident and long-term care insurance.
He serves his clients in the following primary areas:
- Retirement Coaching
- Private Wealth Management and Investment
- 401(k) and 403(b) Implementation, Maintenance, and Rollovers
- Insurance and Estate Planning
- Comprehensive Retirement Income Planning
Tim is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer.