Zac Katz

Zac Katz

Financial Advisor

FINRA BrokerCheck
950 Main Ave Ste 600,
Cleveland, OH 44113
216-299-2071 Visit my website

About my practice

Originally from Cleveland, Ohio, I relocated to the greater New York area in 2015. As a financial advisor, I advocate for people to gain control of their finances in a transparent and motivating environment. My main focus is tax efficiency and wealth preservation to allow people to bring structure and strong financial stability to their lives.

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