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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.
Investing
Katz Financial does not use or have proprietary products, so every recommendation that we make has your best interest in mind.
Protecting
Katz Financial offers a wide range of insurance options and will help you choose the strategy which best fit your goals & objectives.
Lending
Katz Financial can advise and execute various types of lending capabilities, from securities-based to residential and commercial loans.
Proud to be named a 2009, 2010, 2012 and 2014 Broker Dealer of the Year