FORM CRS Rich Locher Bridgeville, PA I have been in the investment and financial planning industry for over 30 years, including positions as a professional trader and broker-dealer executive. By far, my most rewarding role has been as a financial advisor to...
Jon Stevens Cranberry Twp., PA “My speciality is working with education employees and their families to plan and save for retirement,” said Jonathan. “This specialization gives me an in-depth knowledge of the Public School Employees’ Retirement System (PSERS), the...
FORM CRS Tim Leech Johnstown, PA Tim is committed to providing the utmost service and performance for each client. He strives to provide the most professional, knowledgeable, honest service with integrity. Tim specializes in the state pension system and uses...
FORM CRS David Donovan Collegeville, PA “My objective is to understand my clients’ goals, work within their comfort level, build strong, trusting relationships, and develop a strategic plan to help them achieve their financial and retirement goals. I begin my client...
FORM CRS Edward DeMichele Wilkes Barre, PA Ed’s passion and priority is helping Pennsylvania State Education Association (PSEA) members and their families plan for retirement. Working with faculty members and administrators allows him to help them prepare for the...
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.
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.
