Get Started / Get Help
Are you looking to get started? Do you have a question? Start here.
Who is Kades-Margolis?
Kades-Margolis and our network of financial advisors specialize in serving employees of public education and their families in Pennsylvania. We offer guidance, financial strategies and proven retirement and investment solutions to help meet our clients’ financial needs and goals. Our services include everything from choosing retirement investments, to assisting with insurance needs, to full investment portfolio planning.
MONEY FROM THE ‘IMPATIENT’ TO THE ‘PATIENT’.”
Kades-Margolis and Pennsylvania Education
Through a network of over 50 advisors working in all 67 counties and 500 public school districts, we deliver 403(b), 457 and IRA solutions to Pennsylvania educators and staff. Our Money by Design retirement savings solution has become one of the most widely used retirement-related investments across Pennsylvania.
“THE FOUR MOST DANGEROUS WORDS
IN INVESTING: THIS TIME IS DIFFERENT.”
What Makes Kades-Margolis Unique
Our personalized approach helps you understand the elements of your future income, which include Social Security, your pension plan and personal savings & investments. We help you decide how and when to begin receiving your benefits from these programs. We provide guidance on these three elements of your future income and how they can work for you and your family.