retirement services Lake Ariel
 

Phone: (800)319-3955   |   Email: andrew.katz@prosperafinancial.com   |   Account Access    

  • Plan For Tomorrow

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

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  • Envision

    The Envision® process Defining tomorrow,today

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  • Let Us Help Plan Your future

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

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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..


Planning

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

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Investing

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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Protecting

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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Lending

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

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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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