Broker Check
Retirement

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Learn more
Investment

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Learn more
Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Learn more

The Vast World of Finances

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Maya Katzman is an independent financial services advisor dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management programs and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial goals.

Caring

One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

Learn more

Independent

We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.

Learn more

Practical

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

Learn more
Client Centered

Client Centered

Our first priority is your helping you take care of yourself and your family.