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 Craig Katz
140 Broadway, 22nd Floor
New York, New York 10005 T 212-701-7917 F 212-363-6967  Email ckatz@strategiesforwealth.com |
Craig Katz
Education and Training:
Princeton University - BA, 1997Life and Health Licensed Investments, Mutual Funds, and Annuities Specialized Services Offered:
Personal Services • Retirement Planning • Estate Planning • Life Insurance • Individual Disability Insurance • Investment Management Business Services • Employee Benefits • Buy/Sell Agreements • Business Succession Planning • Risk Management Personal Statement:
I take a comprehensive approach to your financial needs, through a unique process, the Economic Confidence Building Process. This process will produce an offensive and defensive approach to creating and protecting wealth. My company, Strategies for Wealth, focuses on enabling clients to create maximum wealth while enhancing protection against major facets of life, such as taxes, inflation, lawsuit, death, and disability.With the help of the Living Balance Sheet, a tool designed to organize your whole financial life, I am able to help my clients in planning their personal finances. I create a customized, non-fee based, financial plan for you and your family designed for to meet your specific needs. An accomplished and credentialed team will assist you and I in designing your plan. This group combines the expertise of attorneys, CPA's, and mortgage brokers. With their assistance I am able to offer services including investment services, college planning, debt analysis, disability income coverage, estate planning, life insurance, and retirement planning. I am an advocate of a planning process that examines every area of your financial world. With this in mind, I then integrate them into a single financial strategy ranging from taxes, to insurance policies, to investments. This process is constantly and continuously evaluated and is adapted based on your ever changing needs. Insurance Licensed In:
New York, New Jersey, Pennsylvania, Connecticut, ColoradoSecurities Licensed In:
New York, New Jersey, Pennsylvania, ConnecticutURL: http://strat4wealth.com/craigkatzCraig Katz is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA/SIPC. www.finra.org Financial Representative, The Guardian Life Insurance Company of America, New York, NY. Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The Registered Representative is securities licensed in Connecticut, New Jersey, and New York and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. |
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