Allan Katz

Financial Planning that Focuses on You

Financial Adviser at Comprehensive Wealth Mangaement Group, LLC in Staten Island, NY

About

I am the owner of Comprehensive Wealth Management Group, LLC. My main focus is to help clients discover and work toward their financial goals.

Contact
(888) 607-9489
Address
243 Main Street in Staten Island, NY 10307
Info
None specified

Reviews

Peer Endorsements

Best Answers

Allan Katz has not answered any questions.

Credentials

Licenses

Series 63
Series 7

Associations

Financial Planning Association

Certifications

CFP
CLU
ChFC

Background

Education

SUNY Binghamton

Disclosure

Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Financial Planning Offered through Comprehensive Wealth Management Group, LLC., a Registered Investment Advisor and Separate from Royal Alliance Associates, Inc.