retirement services Lake Ariel

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  • retirement services Lake Ariel

    Plan For Tomorrow

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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    The Envision® process Defining tomorrow,today

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  • insurance services Lake Ariel

    Let Us Help Plan Your future

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

    Plan For The Future


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..


Katz Financial believes that a thorough financial evaluation and a solid financial plan are essential for long-term investment success.

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Katz Financial does not use or have proprietary products, so every recommendation that we make has your best interest in mind.

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Katz Financial offers a wide range of insurance options and will help you choose the strategy which best fit your goals & objectives.

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Katz Financial can advise and execute various types of lending capabilities, from securities-based to residential and commercial loans.

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Retirement Services Altoona & Lake Ariel

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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