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 ... here for you!

 

Envision Plan

Defining tomorrow, today One-plan with the Envision process It’s as true for financial and investment matters as it is for life in general: planning for the future allows you to know where you’re headed and feel confident in where you stand in relation to your goals and intentions. Our commitment to...
 

Financial Planning

As an investor, you have goals: You want to protect your assets and see them grow. If you have children or grandchildren, you want to provide them with quality education. You want a retirement that lets you enjoy yourself without financial worry. Katz Financial understands these goals. To meet these...
 

Lending

Portfolio Credit Line A secured, revolving line-of-credit that allows you to unleash the power of your portfolio without liquidating securities or disrupting investment strategies. With Portfolio Credit Line, you can borrow up to 60 percent of the market value of qualified equity, mutual fund, and...

We manage assets for individuals and families, providing investment management and financial planning services.

Team

Library

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is. What the Dow Jones Industrial Average? You probably hear that every night on the news and you know that it has something to do with the stock market, but aren't sure of the details. Here are some common terms...
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget. Today, only one third of Americans have a budget that they actively use when making financial decisions, although 75% of Americans believe you should have a budget. With...