Comprehensive Financial Services for Individuals, Families, and Businesses

Comprehensive Financial Services for Individuals, Families, and Businesses

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(631) 927-3380 | michael.katz@prudential.com
445 Broadhollow Rd, Suite 405, Melville, NY 11747

(516) 236-8859 | brian.katz@prudential.com
445 Broadhollow Rd, Suite 405, Melville, NY 11747

LPL Enterprise Form CRS

The Katz Group conducts business in the following states:

Securities: [AZ, CA, CO, CT, DE, FL, GA, IA, IL, KY, MA, MD, NC, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WA, WI]
Life Insurance: [AZ, CA, CO, FL, GA, IA, IL, NC, NJ, NY, PA, RI, TX, VA, WI (CA Insurance License #s: 0E33739, 4225307, 4201413, 0M93587)]
Annuities: [AZ, CA, CO, FL, GA, IA, IL, NC, NJ, NY, PA, RI, TX, VA, WI]

The Katz Group is a wealth management group that provides a broad range of financial services for individuals, families, and businesses. The core areas of our practice include investment management, retirement planning strategies, asset protection and risk management, estate planning strategies, and advanced planning strategies.

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Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential