Allan Katz, CFP
Comprehensive Wealth Management Group (CWMG)
Certified Financial Planner in Staten Island, NY
Address:243 Main St
Staten Island, NY 10307
About Allan Katz
Allan Katz is a financial professional at Comprehensive Wealth Management Group (CWMG) located in Staten Island, New York. Allan Katz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Allan Katz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Allan Katz243 Main St
Staten Island, NY 10307
Phone Number:
Click to Show
Website:
http://www.cwmg-llc.com
More Certified Financial Planners
Looking for a financial advisor located near Staten Island, New York? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.