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

Intro With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused by the COVID-19 crisis feels like a new beast entirely. In many ways, the US’ economy has been turned upside-down by this infectious disease. So, where are you supposed to turn to make an even moderately successful investment? The truth is, there is no one secret to finding investment...
Andrew Katz |
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy. You’ll also want to make sure that your credit score is where it should be, since the higher your score, the lower...