Katz Legacy Financial
Financial Advising
Why pick this one
Katz Legacy Financial combines life insurance, retirement planning, and estate planning with licensed insurance agents and a registered investment advisor on staff.
Best for
- Families comparing term, whole, or universal life insurance
- Individuals planning for retirement income, savings, investment strategy, and risk tolerance
- Families organizing estate plans and legacy goals
- Clients seeking coordinated life insurance, retirement, and estate planning guidance
- Clients near the Wilmington or Warner Robins offices
Look elsewhere if
- Clients seeking services outside life insurance, retirement planning, estate planning, or investment advisory services
Specialties
- Whole life insurance
- Universal life insurance
- Term life insurance
- Personalized retirement planning
- Comprehensive estate planning
Certifications
- Licensed life and health insurance agent
- Registered investment advisor
- Medicare, life insurance, and health insurance licenses
- Investment advisory services offered through Integrity Advisor Solutions, LLC, an SEC-registered investment adviser
What makes them different
- 25+ years of experience
- 750+ clients helped
- Offices in Wilmington, North Carolina, and Warner Robins, Georgia
- Life insurance options compared across a wide range of insurance companies
- Team member Adam Katz co-authored two retirement planning books
- Serves
- Wilmington, Warner Robins
Distilled from this business's own website.
Contact & Location
- Address
- 311 Judges Rd #10f, Wilmington, NC 28405
- Phone
- +19105201428
- Website
- https://katzlegacyfinancial.com/
- Info@Katzlegacyfinancial.com
Services
- Life insurance
- Retirement planning
- Estate planning
- Investment advisory services