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Helping You To Make Smart Choices About Your Money, Taxes & Life insurance
About Samuel Katz, CFP®,CPA
My mission is to provide the highest level of personalized service to each client by building and maintaining long-term relationships with each of them. My ultimate vision is to make each clients' dreams come true by guiding them to financial freedom.
I can offer my client various financial strategies including tax, financial planning, investment, insurance protection products, estate conservation, college funding and wealth preservation services. Your financial confidence is my main priority.
I currently reside in New Rochelle, NY and maintain offices in Scarsdale and midtown Manhattan.
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