top of page
PAUL KATZ , AEP®, CLU®
ChFC®, MSFS
66 OLD WELL ROAD
PURCHASE, NY 10577
Phone:
914 582 6166
E-mail:
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 914 582 6166
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
bottom of page