About Us

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.

At Katz Financial, we provide an individualized plan for our clients, rather than a one-size-fits-all approach. We have built a reputation of genuinely listening to our clients to understand their specific goals and needs before making a proposal. We serve clients throughout the United States with offices in Central Pennsylvania (Blair County) and in the Pocono Northeast (Wayne County). 

Let us know how we can help you, by contacting us.