About Jeff
For close to four decades, people have chosen to work with Jeff because of his passion and commitment to serve as a resource for his client’s financial lives. Jeff is the quarterback for his clients, handling both their investments and their safe money. He takes the time to understand what matters most to his clients and applies current concepts, tools and applications for each unique situation and designs a customized program for them. Katz Financial Services focuses on retirement, estate, and insurance planning strategies. As an independent financial services firm, we are not affiliated with any specific insurance or investment company. We offer a wide range of financial products and services to individuals and business owners. At KFS, we will meet to identify your goals and objectives. Then, customize a financial plan to assist you in making financial decisions for your future.
Jeff’s personal goal is to bring confidence and clarity to those that work with him. He uses a process of gathering information by sitting down with clients and learning about their life so that he can determine what is important most to them – their goals, family situation and their dreams. After developing a complete picture of their personal and financial situation, he organizes a comprehensive program to meet their goals and objectives. We believe our clients leave better able to understand how to make financial decisions that will benefit your long-term objectives.
Jeff stays current on industry trends in this ever-changing business environment. He has numerous designations including the CLU®(Chartered Life Underwriter ) in 1997, a ChFC® (Chartered Financial Consultant) in 1998 and his RICP® designation ( Retirement Income Certified Professional) in 2015. All of these designations are through the American College in Bryn Mawr, PA. In 2015, Jeff earned his AIF® (Accredited Investment Fiduciary) through fi360.
Family is most important to Jeff. When he is not working, he enjoys spending time with his wife Cindy, son Gregg and daughter Samantha. His daughter Samantha is currently pursuing her bachelor’s degree in Cinema and Television Arts and Spanish at Elon University in North Carolina. Jeff also enjoys reading, traveling, going to the beach, volunteering at various community service activities, and working the BBQ at family functions.
Jeff is securities licensed in CA, CT, FL, MA, NC, NH, NY, RI, TX and VA is insurance licensed in FL, MA, NC, NY, RI, TX, and VA. He holds his FINRA Series 7 and 63 Securities Licenses and is a registered representative with Parkland Securities, LLC, a member of FINRA/SIPC and is an investment advisor representative of Sigma Planning Corp, a Registered Investment Advisor.
Jeff is grateful for the career he has chosen and the ability that he has every day to make a positive difference in somebody’s life. He is also excited that his son Gregg has chosen this career. He is in his tenth year in the business.