Financial Advisor Steven Katz

Steven Katz - CPA RFC® CLTC

Less Stress More Enjoyment
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Independent Financial Advisor

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Steven M. Katz has extensive financial services experience spanning over 30 years. In addition to being president of the Money Concepts Financial Planning Centre of Frederick, he also manages Steven M. Katz CPA, LLC a full service tax and accounting firm for businesses and individuals. Clients say that they feel overwhelmed by the rapid pace of change especially when it comes down to critical financial decisions. Steven reduces the stress and confusion by listening attentively, providing understandable explanations, and preparing comprehensive life plans. Being a natural problem solver, he diligently strives to help his clients gain more security and peace of mind by bringing order, control and clarity to his clients' future

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Steven Katz is an independent contractor of Money Concepts
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