Are you financially fit?

Much like physical fitness, Financial Fitness is an ongoing practice. It involves identifying and understanding your current and future financial needs. But you don’t have to do it alone - our Financial Professionals are here to help. Think of us like personal trainers, but for your finances!

At Kades-Margolis, we’ve helped over 35,000 individuals make informed decisions about their financial future. Fill out the contact form below to be connected with a Financial Professional in your area.

Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. To further help you in your financial fitness journey, USRBP provides a suite of tools including educational articles, videos, and calculators. Click here to view the Financial Wellness site.

YES! I'd like help with improving my financial fitness.

Securities and Advisory Services offered through GWN Securities, Inc. also a Registered Investment Advisor, 11440 North Jog Road, Palm Beach Gardens, FL, 33418, 561-472-2700, Member FINRA & SIPC.  Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, GWN Securities, Inc. and their agents must be registered prior to such dissemination. This site is intended for information purposes only and further discussions will require prior compliance with state`s regulations and registration requirements. Kades-Margolis Corporation, a USRBP company, is not affiliated with GWN Securities, Inc.