Katz - Financial Planning - Great Neck, New York, USA

Leonard Katz

Great Neck, New York, USA


I've been in the financial services industry for 30 years and have been both a presenter and a panelist before professional and investor groups. Regarding investing, I bring to the individual investor the experience and expertise of a conservative fixed income institutional trader. Based on my background I personally manage client accounts through the selection, purchase and sale of various investment products. There is no additional outside manager to collect a management fee.


Financial Planning


Financial Planning encompasses plans for spending, saving, investing, insuring and leaving a legacy for your heirs and if you wish, for the charities of your choice. We provide you with a comprehensive plan to help you meet your financial life goals

Skillpages has been acquired by Bark.com!

Bark.com is pioneering the way people find local services. Skillpages is the world’s premier directory of service providers.

Find out more

Leonard Katz provides the following services:

Supported Countries
Choose your country