Jerrold Beck, NSSA® Advisor · City, PA
Jerrold Beck
Financial Professional, Kades-Margolis
www.4kmc.com/kades-margolis-advisors/jerry-beck
Professional Profile
Meet Jerrold Beck, a trusted financial professional at Kades-Margolis, dedicated to empowering educators and their families in Lancaster, PA. With over two decades of experience in the financial services industry since 1999, Jerry specializes in creating, executing, and monitoring personalized investment plans that align with his clients' ongoing financial goals.
Jerry's innovative business model focuses on crafting comprehensive financial lesson plans for life, ensuring his clients not only achieve success but also gain a deeper understanding of their financial futures. His approachable demeanor and dedication to client service have earned him numerous referrals from satisfied clients, reflecting the trust and respect he has built in the community.
As a holder of the NSSA® designation in Social Security planning, Jerrold Beck brings specialized knowledge of Social Security planning to every client relationship.
A highly sought-after speaker, Jerry frequently presents on essential topics such as retirement planning, insurance strategies, credit management, and savvy consumer practices. He is a Registered Representative and Investment Advisor Representative with GWN Securities, Inc. and holds licenses in life, accident, health, disability, and long-term care insurance. His commitment to ongoing education is evidenced by his CLTC (Certified in Long-Term Care) certification, which highlights his expertise in long-term care planning.
Investing in your financial future is a journey, and with Jerrold Beck as your guide, you can feel confident in navigating it successfully. When he's not helping clients achieve their financial dreams, Jerry enjoys quality time with his wife and three daughters, reflecting his belief in the importance of family and community.
Disclosure
Securities and Advisory services offered through GWN SECURITIES, INC., Member FINRA /SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Kades-Margolis Corporation, Daybright Financial, and GWN Securities, Inc. are separate companies. Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, GWN Securities, Inc. and their agents must be registered prior to such dissemination. This site is intended for information purposes only and further discussions will require prior compliance with state`s regulations and registration requirements.
Contact Jerrold
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
