Successful financial planning has never been easy — and in today’s volatile marketplace, it’s more challenging than ever. Many people do not have the time or the expertise to make sound investment choices or continually monitor the performance of those choices.
Katz Financial comprehensively manages client assets in individual portfolios, corporate and individual retirement accounts, and endowment and trust accounts.
And as an independent firm, we care about the growth and protection of your assets. We do not use or have proprietary products, so every recommendation that we make has your best interest in mind.