Ken Weiss
Williamsport, PA
As a pastor for 30 years and a Financial Advisor of GWN Securities, Inc. for close to 20, helping people feel secure has been paramount, especially regarding retirement. Ken will listen to your needs and has been told he has an uncanny ability to explain money matters clearly and thoroughly. Ken will address your situation and provide the proper path to help you achieve a comfortable future.
Ken’s knowledge of the Pennsylvania State Education Association (PSEA), the Public School Employees’ Retirement System (PSERS), and the educational community’s needs can help you plan your retirement lifestyle.
Ken is an Investment Advisor Representative of GWN Securities, Inc., an independent advisory broker-dealer. He is licensed to offer mutual funds, annuities, life, accident, and health insurance. He enjoys working with his stepson, Jason Hurwitz, a Financial Advisor of GWN Securities, Inc. with Kades-Margolis.
Ken and his wife, Janet, have lived in Williamsport, PA, for 40 years. Janet retired from public education and is now enjoying her PSERS pension. They are proud of their family and enjoy being Ari and Ziva’s grandparents. Ken also enjoys travel, golf, and photography.
Retirement Planning
Retirement planning begins very early in life, so it is important for people of all ages. I help people plan their retirement with PSERS pension and their savings, 401K, IRAs, and 403(b). This includes a complete picture of retirement funds, life insurance, long-term care, and an inventory of important papers to help prepare clients and their families.
Estate Planning
We all have estates, regardless of size, and we all need to plan. There is much to know about inheritance issues, how to set up proper paperwork to reduce taxes, and how to avoid pitfalls when we leave money to our loved ones, charities, and other organizations. While I am not an estate attorney, I have learned much about being the executor of several estates.
Educating Young Couples
My parent/grandparent genes are tapped here. I love to help people get started on a good financial path, educate them about basic investments, provide insurance for their needs, and plan for college education. Time is a key element in investing, perhaps the most important part, so it is critical to start as early as possible.
EDUCATION - VIDEOS - CALCULATORS
Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.
