Paul Katz AEP®, CLU®, ChFC®, MSFS

Paul Katz, AEP®, CLU®, ChFC®, MSFS

Welcome and thank you for visiting!

My goal is to provide families and business owners with assistance in building their 
financial freedom. I have the skills, knowledge and experience required to help meet my client's financial and life insurance goals.
 
My personal goal is to become a lifetime source for each and every client.
I look forward to hearing from you.
Please call for immediate assistance 914 372-2875.

 

Contact Information:

Barnum Financial  

565 Taxter Road suite 625 6th Floor
Elmsford, NY 10523
 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive Shelton, CT 06484

 

CRN202112-257874 

Online Privacy Policy | Legal Notices

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

More NewsLetters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck