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Proactive Planning

for a solid future

Proactive Planning

for a solid future

Proactive Planning

for a solid future

Investing

Years of experience have prepared us to guide you through life's transitions.

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Protecting

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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Retirement

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Katz Financial...Here For You!!

Andrew Katz at Katz Financial is committed to providing you with the tools and information needed to make wise financial decisions and reach your goals. Whether preparing for college or gearing up for retirement, we are a full service wealth management firm dedicated to you and your family. Visit us at one of our convenient locations in Central Pennsylvania (Blair County) and in the Pocono Northeast (Wayne County).

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Our Process

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...

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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...

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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...

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