Michael Katz

Financial Advisor

Our team is an investment advisory group that provides comprehensive financial services for individuals, families, and businesses. The core areas of our practice include investment management, retirement planning, asset protection and risk management, estate planning strategies, and advanced planning strategies. We are proud to serve a diverse client base from all walks of life and to us, the client always comes first. We welcome and embrace the responsibilities that accompany our role as trusted advisors. We are committed to constructing cutting-edge strategies, developing creative solutions, and providing unmatched service... all while prioritizing, unequivocally, the best interests of our clients.

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Michael

Michael Katz has over 30 years of experience in the financial services industry and has been with Prudential since 2003.

He is a member of Prudential's prestigious Chairman's Council and Annuities Masters Council, and is a multiple time recipient of the illustrious President's Citation Award.

I'm Most Proud Of:

Chairmans Council

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Chief Financial Officer

    Mitchell Hutchins Asset Management (PaineWebber's institutional investment advisory division)

    December 1984 - December 2002 | 1285 6th Ave, New York, NY

    Managed a private counseling group which focused on providing investment advisory services to high net-worth individuals and families, foundations, endowments, and institutions.

The Prudential Difference

    • Variable Annuities: CA, FL, IL, NC, NJ, NY, OH, PA, RI, WI
    • Securities License: AZ, CA, CT, DE, FL, GA, IA, IL, MD, NC, NE, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WI
    • Variable Life Insurance: FL, IL, NC, NJ, NY, OH, PA, RI, WI( CA License #0E33739)
    • Fixed Annuities: FL, IL, NC, NJ, NY, OH, PA, RI, WI( CA License #0E33739)
    • Life Insurance: FL, IL, NC, NJ, NY, OH, PA, RI, WI( CA License #0E33739)

Michael Katz is associated with the The Empire City Financial Group Office, 118-35 Queens Boulevard, Suite 1530, Forest Hills, NY, 11375-7252, Managing Director: Rony Nehme, Phone: 718-835-3855 . Michael Katz offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Michael Katz offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.