Kades-Margolis Corporation

Kades-Margolis Corporation Helping educators plan smarter for retirement. Learn more: www.4kmc.com

Kades-Margolis provides guidance on 403(b) & 457(b) plans, retirement income strategies, and financial wellness—while partnering with school districts to deliver meaningful benefit solutions. Kades-Margolis is a financial services and retirement planning organization serving the education community across Pennsylvania, New Jersey, and Delaware. We provide guidance on retirement and investment plan

ning, as well as solutions for college funding, life insurance, and long-term care needs. Our financial professionals work with K–12 employees to help them prepare for retirement through 403(b),
403(b)(7), and 457(b) plans. Our employer plans division supports school districts by implementing benefit programs and tax-efficient financial strategies.

September is Self-Improvement Month! 🌱Self-improvement doesn't have to mean making big changes overnight. Often, it's th...
09/01/2026

September is Self-Improvement Month! 🌱

Self-improvement doesn't have to mean making big changes overnight. Often, it's the small, consistent choices that make the biggest difference over time.

Learn something new. Take care of your health. Make time for what matters. Start a new habit. Take one small step toward a financial goal.

What’s one thing you’d like to work on this month? 💬

08/28/2026

Katie is soaking up every last bit of summer — and we hope you are too.
Whether you're headed to the beach, firing up the grill, or simply enjoying a little well-earned downtime, have a safe and relaxing weekend! 💙
See you in September! 🐷☀️
Tell us how you're celebrating the last days of summer!

This crew is waiting to meet YOU!Come visit the Kades-Margolis team at the PSEA Leadership Conference! Whether you have ...
07/22/2026

This crew is waiting to meet YOU!

Come visit the Kades-Margolis team at the PSEA Leadership Conference! Whether you have questions about retirement planning, financial wellness, or just want to stop by and say hello, we'd love to connect.

And don't forget to meet Katie while you're here! 🐷

🌟Looking forward to another day at the PSEA Leadership Conference—meeting with attendees at our booth, connecting with e...
07/21/2026

🌟Looking forward to another day at the PSEA Leadership Conference—meeting with attendees at our booth, connecting with educators throughout the day, and joining the Region Picnics this evening.

If you're attending the conference, be sure to stop by and say hello. We'd love to meet you (and introduce you to Katie! 🐷).

📍 Greetings from Gettysburg!We're having a great time at the PSEA Leadership Conference.If you're attending the conferen...
07/20/2026

📍 Greetings from Gettysburg!
We're having a great time at the PSEA Leadership Conference.

If you're attending the conference, stop by our booth to meet our team, say hello to Katie 🐷, and learn how Kades-Margolis has been helping PSEA members plan their financial futures for more than 50 years.

We look forward to seeing you!

📍 We're Heading to Gettysburg!The Kades-Margolis team is excited to attend the PSEA Leadership Conference in Gettysburg ...
07/18/2026

📍 We're Heading to Gettysburg!

The Kades-Margolis team is excited to attend the PSEA Leadership Conference in Gettysburg this week! If you're attending, be sure to stop by and connect!

We're excited to kick off our Kades-Margolis Summer Conference this week! ☀️A few days dedicated to learning, collaborat...
06/23/2026

We're excited to kick off our Kades-Margolis Summer Conference this week! ☀️
A few days dedicated to learning, collaboration, and sharing ideas as we continue to serve educators and their families with excellence. Here's to growth, teamwork, and an incredible conference ahead!

RETIREMENT REALITY CHECK 📚Your PSERS pension is an important part of retirement planning — but it may not be your entire...
05/14/2026

RETIREMENT REALITY CHECK 📚

Your PSERS pension is an important part of retirement planning — but it may not be your entire retirement strategy.

Many educators also review:
• Social Security eligibility
• 403(b) and 457(b) savings
• Healthcare costs in retirement
• Income needs and timing

Retirement planning works best when all the pieces are viewed together.

To all the moms balancing careers, families, classrooms, schedules, and everything in between — thank you.Your dedicatio...
05/10/2026

To all the moms balancing careers, families, classrooms, schedules, and everything in between — thank you.

Your dedication, patience, and strength do not go unnoticed.

Wishing you a relaxing and well-deserved Mother’s Day from the Kades-Margolis team. 🌷

Great connecting with attendees at the House of Delegates.Bruce Weinstock, Bret DeStefano, Sean Murphy, Pat Bello, and J...
05/08/2026

Great connecting with attendees at the House of Delegates.

Bruce Weinstock, Bret DeStefano, Sean Murphy, Pat Bello, and Jeff Miller, Jr., are proud to be onsite today and tomorrow meeting with educators and discussing retirement planning, financial wellness, and the importance of planning for the future.

If you’re attending, be sure to stop by and say hello!

Address

940 W Valley Road, Ste 1200
Wayne, PA
19087

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18004331828

Website

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