for a solid future
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Katz Financial...Here For You!!
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).
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...
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...
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...