Samuel D. Katz CFP®,CPA - Members of the Executive Forum

My mission is to provide the highest level of personalized service to each client by building and maintaining long-term relationships with each of them. My ultimate vision is to make each clients’ dreams come true by guiding them to financial freedom. 

I can offer my client various financial strategies including tax, financial planning*, investment*, insurance protection products, estate conservation, college funding and wealth preservation services.  Your financial security is my main priority.

I currently reside in New Rochelle, NY and maintain offices in Scarsdale and Manhattan.