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Gregg is an independent financial advisor who meets with individuals, families and business owners to provide professional advice and recommendations to achieve their goals and objectives. Gregg spends a lot of time helping the millenial generation (20-30 somethings) with creating game plans to get out of debt (i.e. credit card, student loans, car loans) along with planning for big expenditures (i.e. home). Gregg's niche' is specially designing programs based on each personal situation in areas of life insurance, disability insurance and annuities. Contact Gregg today to learn more!
Katz Financial Services specializes in retirement, estate and insurance planning strategies. As an independent financial services firm, we are not affiliated with any specific insurance or investment company. We offer a wide range of financial products and services to individuals and business owners.
At KFS, we will meet to identify your goals and objectives to customize a financial plan to assist you in making sound financial decisions for your future. We believe you will leave with a better understanding on how to make financial decisions that will benefit your long term objectives.
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