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

Andrew Katz |
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education. With the average student loan debt coming in at around $38,000, it's important to have a plan in place to pay off those loans once you enter the workforce. If you've left school with student loan debt, here are...
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough to master. Many investors fail to follow this advice including DIYers and professional advisors alike. There are ways to avoid the pitfalls of emotional investing — here’s a collection of a few to remember. Establish long-term goals If you are glued to the market report and...