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Kades-Margolis is a financial services and retirement planning organization primarily serving the education community in Pennsylvania, New Jersey and Delaware. We provide retirement planning and investment planning strategies for our clients. We also provide solutions for college education funding, life insurance, and long-term care insurance concerns. Our financial advisor division assists employees in K-12 educational venues plan for their retirement years through investments in 403(b), 403(b)(7) and 457(b) plans. Our empl... read more
940 W Valley Rd #1200 Ste 1200, Ste 1200, Wayne, PA, 19087, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I would give a 0 if possible. My wife has tried contacting them over a year with NO response. We left PA and would like to know hot to transfer the money. We have filed a complaint with the SEC. Don’t trust your money here.
Fees are ridiculous.
Staff is very responsible and knowledgeable. Always return my phone calls and emails promptly. Looking forward to investing with them through my career.
Kades Margolis has a 2.3 star rating with 6 reviews.
Kades Margolis is closed now. It will open tomorrow at 9:00 a.m.
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