Owner, Andrew Katz, is a financial advisor, available to provide the personal attention that you deserve. As a full-service financial advisor, Andrew provides his clients the finest Comprehensive Money Management experience for active investors, business owners and retirees.
Andrew 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. He prides himself on providing an individualized plan to his clients, rather than a one-size-fits-all approach. He has built a reputation of genuinely listening to his clients to understand their specific goals and needs before making a proposal. This approach has proven very successful to the individuals, business owners, retirees and their familes that he services. Andrew has over 30 years of experience in Long-Term Care, Health and Life Insurance as well as Retirement, Estate, and Comprehensive Financial Planning..
Andrew Katz... Here for you!