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

Leonard Katz

Great Neck, New York, USA

Summary

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.

Services

Financial Planning

Summary:

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

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