Dan Otto's Colleagues at Kades Margolis
Dan Otto's Contact Details
800-433-1828
Greater Philadelphia Area
Kades Margolis
Dan Otto's Company Details
Kades-Margolis is a leading regional financial services and retirement planning organization primarily serving the education community in Pennsylvania, New Jersey and Delaware. Our dual focus involves providing retirement and investment planning strategies for our clients. 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. We also provide solutions for college education funding, life insurance and long-term care insurance concerns. Our employer plans division has been instrumental in implementing flexible benefit programs and tax smart financial strategies into the workplace. ________________________________________________________________________________ This is not an official site of GWN Securities, Inc (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.