Greg Holman
Financial Professional at Kades-Margolis Corporation
Based in West Chester, United States
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Seniority
Staff
Department
Finance & Accounting
Location
West Chester
Industry
Investment Management
Company size
73
Contact information
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g•••••••@4kmc.com
Phone
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Background
About Greg Holman
As a financial professional, I partner with individuals and their families to secure their financial future. Whether its retirement planning, saving for college or properly insuring for the unexpected, my “save first” approach to financial planning provides individuals and their families with the assurance that I will deliver a financial road map that helps them to work towards their goals. Together, we’ll work to address your unique and dynamic situation. I am committed to helping others successfully navigate their personal road map towards financial security. Greg is a Registered Representative of GWN Securities, which enables him to offer clients a large array of securities such as stocks, bonds, mutual funds and variable annuities to meet their needs. Greg also holds insurance licenses to provide solutions for life, disability, health, and long-term care insurance needs, as well as fixed annuities. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. https://gwnsecurities.com/socialmedia
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