As a Kades-Margolis Financial Advisor, Jeff’s mission is to help his clients and their families achieve the financial independence that they so greatly deserve. To accomplish this, he takes an individualized approach with each client and makes certain that his client’s specific goals and needs are recognized.
Jeff works extensively with educators with an emphasis on retirement planning. He is experienced with 403(b)’s, the Public School Employees’ Retirement System (PSERS), as well as additional retirement plans (IRA, 401k, etc.) and insurance products.
Jeff is a graduate of West Chester University. He is also a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He is registered to offer managed advisory services, mutual funds, variable annuities, individual stocks and bonds.
In his spare time, Jeff enjoys golfing and spending time at the beach with his family & friends.
Whether you are a new teacher, someone in the middle of their career, or someone a year away from retirement, everyone should have some help in planning for their retirement. With a combination of experience and planning resources, I can help you better understand your current financial situation and plan your financial future.
Choosing the right investments is difficult. How can you avoid mistakes in investing? How can you protect your investments in uncertain markets? How can you grow your retirement nest egg without taking on too much risk? These are questions we ask and answer together. Then, I help you choose investments appropriate to your level of risk.
No two person’s situations are the same. How can you plan for your financial future and successfully anticipate every eventuality? As a Kades-Margolis Financial Advisor, I work with many different tools and resources to assemble a plan that can help provide solutions in the event of unforeseen possibilities.
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