Strategies for Wealth
 
Adam Katzman
140 Broadway, 22nd Floor
New York, New York 10005
T   212-701-7982   F   212-363-6967

  Email akatzman@strategiesforwealth.com

Adam Katzman
Education and Training:
BS - Lehigh University, 1995 - Finance
MBA - Villanova University, 2000

Designations:
CPA, CFP®

Specialized Services Offered:
Personal & Family Estate Planning

Insurance Licensed In:
Florida, New Jersey, New York, Pennsylvania

Securities Licensed In:
Florida, New Jersey, New York, Pennsylvania

URL:
http://www.strat4wealth.com/adamkatzman


Adam Katzman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian. PAS and the representative do not provide tax advice or services.

Registered Representative and Financial Advisor of and offers securities products/services and advisory services through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisor. Strategies for Wealth is not affiliates or subsidiaries of PAS.
PAS is a member FINRA/SIPC. www.finra.org

The Registered Representative is securities licensed in the above mentioned states and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.