top of page

PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD
PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

  • X
  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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.

 

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Suggests considering life insurance for stability during uncertain markets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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

How much would your monthly lease payment be?

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