Phone: (610) 793-9819
Toll Free: (800) 433-1828, ext. 116
Linda can help you create a plan and financial strategy that works in harmony with your life. This strategy will fit your financial objectives and needs. It should complement your family’s situation and lifestyle. Most importantly, you need to be comfortable with your plan, and you should be confident that it may help you reach your financial goals.
Linda helps her clients develop their financial strategy by getting to know them personally and working with them to understand what goals are critical to them. It is important for Linda to fully understand a client’s short and long-term objectives, so she can create a strategy that will fit the individual’s needs.
In 1987, Linda began her career in the financial services industry. She has worked as a Financial Advisor for the Kades-Margolis Corporation since 1991. She is a graduate of Skidmore College with a Bachelor of Science Degree in Business. Linda is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. She is separately licensed for life, health and accident insurance.
Linda provides a variety of services that include comprehensive planning with a thorough analysis of your personal financial situations. Linda is a specialist in Tax-Sheltered Accounts (TSAs), IRA rollover funds, state pension rollovers, long-term care insurance and life insurance.
She actively completes her continuing education courses to keep current with the many changes in the financial field. Through the American College, Linda successfully completed coursework on Insurance and Financial Planning, Income Taxation, Planning for Retirement Needs, Investments and Fundamentals of Estate Planning. These demanding college-level courses have proven invaluable in providing her with the education necessary to become a true professional.
In her leisure time, Linda enjoys travel and playing golf. Linda is very proud of her two adult daughters …… a graphic designer in Los Angeles and a Marketing Director in New York City.