How Does Kades-Margolis Serve Individuals and Their Families?

For over 40 years, Kades-Margolis has been working with individuals and families, helping them better understand and make choices about their future. Our financial advisors help with saving, investing, insurance and other benefits that are important to you and your family.

Included in these benefits are:

  • Retirement Saving and Planning Solutions
  • Different Types of Retirement Plans including IRAs, Roth IRAs
  • Other Savings and Investments:
    —Actively and Passively Managed Mutual Funds
    —Variable and Fixed Annuities
  • College Funding
  • Life Insurance
  • Long-term Care Insurance

Please contact a Kades-Margolis financial advisor or contact us directly about how we can help you.