Bruce Weinstock

Bruce Weinstock

Kingston, PA

Bruce began his distinguished career in the financial services industry on May 1, 1974. He joined Kades-Margolis Corporation on May 1, 1976, and immediately began working with faculty and support staff in the education marketplace. Over the years, Bruce has provided education, advice, and financial solutions to thousands of clients who have amassed over $450 million in wealth.

 

Bruce specializes in the public education market, helping many Pennsylvania State Education Association (PSEA) members find solutions to their savings and retirement needs. Since 1974, PSEA selected Kades-Margolis Corporation as the tax-sheltered retirement planning and investment partner. Bruce helps his clients understand the benefits of their Public School Employees’ Retirement System (PSERS), and how it integrates with their investments and retirement plan. He mainly works with educators and school employees in Northeastern and Eastern Pennsylvania.

 

Bruce is a Registered Representative of GWN Securities Inc., an independent registered broker-dealer. He is professionally licensed in the sale of mutual funds, variable annuities, fixed annuities, and life, health, and long-term care insurance. Bruce earned a Bachelor of Science degree in Business Administration and Finance from Wilkes University in 1974.

 

Bruce and his wife Nancy have two daughters Janelle, and Laura along with two grandsons. He is an active volunteer in his community and serves on several boards of directors for nonprofit organizations. Spanning several decades, Bruce continues to be a referee in both basketball and soccer. Bruce was inducted in the Luzerne County Pennsylvania Sports Hall of Fame in 2007 and into the Wyoming Valley Pennsylvania Jewish Community Center Sports Hall of Fame in 2008.

Contact Bruce

Contact by Phone
(570) 288-4394
Contact by Email