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Katz Financial ... here for you!

Katz Financial provides investment and financial advice on retirement planning, tax reduction strategies, wealth preservation, college planning, insurance services, estate and financial planning and many more retirement income strategies.  Serving clients throughout the United States with offices in Central Pennsylvania (Blair County) and in the Pocono Northeast (Wayne County) Learn more..

Retirement Services Altoona & Lake Ariel

Proud to be named a 2009, 2010, 2012, 2014 and 2015 Broker Dealer of the Year

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  • Duncansville Office:
  • 1402 Third Avenue P.O.Box 66, Duncansville, Pennsylvania 16635
  •  Phone: (814) 696-9401
  •  Fax: (814) 696-9403
  • Lake Ariel Office:
  • 120 Maple Ave, P.O. Box 272, Lake Ariel, PA 18436
  •  Phone: (570) 698-5066
  •  Fax: (570) 698-5124
  •  Email: andrew.katz@prosperafinancial.com
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Offering general securities and advisory services through Prospera Financial Services, 5429 LBJ Fwy., Suite 400, Dallas, TX 75240 (800) 444-4428, Member FINRA-SIPC.

At Katz Financial we work as your personal financial advisor, offering you a wide range of services that are designed to help our clients from Lake Ariel and Altoona PA as well as the surrounding communities, services such as tax-reduction strategies, wealth preservation, retirement services, financial planning, college planning and insurance services.

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