The Top Things To Know About Andrew:
- Is a registered investment advisor and licensed in 19 states
- Is a fiduciary, so there are no conflicts of interest in decision-making
- Has a great partner in Denise
- Has 6 children and 4 grandchildren
- Belongs to the Lions and Rotary Clubs
- Loves to travel to see family and friends
- Enjoys playing golf
- Lifelong NY Knicks, Rangers, Mets, and Jets fan
- Loved by 7 grand dogs and 1 grand cat
Andrew Katz is a financial advisor, available to provide the personal attention that you deserve. As a full-service financial advisor, Andrew provides his clients the finest Comprehensive Money Management experience for active investors, business owners, and retirees.
Andrew employs a dynamic approach to analyze and offer plans to realign equity and fixed income portfolios with an emphasis on appropriate risk management based on the needs of each client. He prides himself on providing an individualized plan to his clients, rather than a one-size-fits-all approach. He has built a reputation of genuinely listening to his clients to understand their specific goals and needs before making a proposal. This approach has proven very successful to the individuals, business owners, retirees, and their families that he services. Andrew has over 40 years of experience in Retirement Planning, Long-Term Care, Health and Life Insurance, as well as Comprehensive Financial Planning.
Andrew Katz... Here for you!