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)
Owner, Andrew Katz, is a financial advisor with over 31 years of experience available to provide the personal attention that you deserve. Providing his clients the finest Comprehensive Money Management experience for active investors, business owners and retirees. He employs a dynamic approach to analyze and offer plans to realign equity and fixed income portfolios with an emphasis on appropriate risk management based on the needs of each client rather than a one-size-fits-all approach. Andrew has a built a reputation of listening to his clients to understand their specific needs and goals before making a proposal which has been very successful to everyone that he services.