Okay, here’s a comprehensive overview of Katz Financial Services, crafted in a formal and helpful tone, suitable for someone seeking information about their services:

Katz Financial Services: A Reliable Partner for Your Financial Wellbeing

For individuals and families seeking comprehensive financial planning and security, Katz Financial Services presents itself as a dedicated provider located in Hopedale, Massachusetts. The firm operates from its address at Country Club Ln #3, Hopedale, MA 01747, and can be easily reached by phone at 508-308-6050. Their website, katzfs.com, offers a wealth of information about their services and approach.

About Katz Financial Services

Katz Financial Services distinguishes itself through a multifaceted approach to client needs. They function as a fully-fledged financial planner and financial consultant, offering personalized strategies designed to achieve specific financial goals. Crucially, they also operate as an insurance agency, providing a range of life insurance options, and an investment service, guiding clients in building and managing their portfolios. This integrated service model allows them to address a broad spectrum of client concerns – from retirement planning and estate management to risk mitigation through insurance.

Key Features & Accessibility

Diverse Services: They specialize in a wide range of financial areas, catering to diverse client profiles.
Client-Focused Approach: Katz Financial Services prioritizes understanding individual circumstances and tailoring solutions accordingly.
Accessibility: The firm is committed to inclusivity and offers several accessibility features:
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom facilities

Location: Country Club Ln #3, Hopedale, MA 01747
Contact: 508-308-6050
Website: katzfs.com

Currently, Katz Financial Services has no reviews on Google My Business, indicating a relatively new or recently unreviewed presence. The average opinion is 0/5, highlighting the need for clients to share their experiences.

Recommendations

It's advisable to schedule an appointment before visiting, as this is recommended by the firm. While there's currently no publicly available feedback, this doesn’t negate the potential value of their services. They offer a combination of expertise and accessibility that could prove beneficial to those seeking a thorough financial consultation.

Final Recommendation:

Given their comprehensive service offerings and commitment to accessibility, we strongly encourage potential clients to visit the Katz Financial Services website at katzfs.com to explore their services further and, ultimately, to contact them directly to discuss your individual financial needs. We recommend initiating contact through their website to ensure the most up-to-date information and to schedule a consultation.