Our Firm

For over 47 years Paul Katz as worked both in management and as a Financial Services Representative. This invaluable experience allows him to bring the highest level of knowledge and guidance in life insurance and financial planning for his many clients.

He represents all major insurance carriers. Contact Paul at 
914 372-2875 and find out how he can help you with your specific needs including life term insurance, annuities, whole life insurance, and life insurance quotes.