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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Loan Payoff

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

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