Katz Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2372 Morse Ave, Irvine, California, 9261...Phone Number
(714) 350-5326Website
www.katzfinancialllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Katz Financial
Katz Financial LLC is a financial services firm based in Southern California, specializing in retirement planning, estate planning, tax advisory, insurance, investments, and wealth management. The company focuses on building long-term relationships with clients by understanding their individual goals, dreams, and risk tolerance. Their team of experienced professionals is dedicated to providing tailored strategies that address clients' current and future financial needs. Katz Financial aims to guide clients through life's transitions while operating with ethics and integrity.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Katz Financial
<$5M
1-10
Private
<$5M
1999
N/A
Company Profile Activity
Activity Insights
Katz Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Katz Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Katz Financial.
Katz Financial financials insights
Gather financial insights about Katz Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Katz Financial Tech Stack
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Katz Financial LLC is a financial services firm based in Southern California, specializing in retirement planning, estate planning, tax advisory, insurance, investments, and wealth management. The company focuses on building long-term relationships with clients by understanding their individual goals, dreams, and risk tolerance. Their team of exper... Read More
