I joined Kades Margolis in 1997. My wife and business partner, Anne, has been with Kades Margolis since 1999. I am well versed in the Public School Retirement System and we often take the team approach to guiding our clients into retirement.
Contact Bob
Working with Educators
Working together, my wife Anne and I enjoy hosting educational workshops on topics specializing in the Public School Employee’s Retirement System, Social Security and retirement planning throughout the region.
Family Wealth Transfer
My experience and licensing allow me to specialize in transitioning assets from one generation to the next.
Long Term Planning
Being a Pennsylvania licensed insurance agent for over 35 years, has given me the experience to help clients navigate post retirement insurance needs and providing them with the appropriate life and long term care insurance.
