JR KATZ

  • Insurance
  • Northbrook IL
  • 6 employees
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Company Overview

Headquarters
5 Revere Dr, Suite 550, Northbrook IL
Website
jrkatz.com
Phone
(847) 564-8539
Employees
6
Industry
Insurance
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Financials & Stats

Revenue

$3B

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Who is JR KATZ

JR KATZ is a financial services firm based in Northbrook, Illinois. The company employs 6 people and generates annual revenue of $2.5 million. JR KATZ has been serving affluent clients for over four decades. The firm specializes in providing insurance-anchored solutions to help clients protect their assets, manage risk, and achieve their financial goals. They work closely with clients and their advisors to develop customized strategies that consider their unique circumstances and objectives. JR KATZ focuses on educating clients about the unique characteristics of insurance as an asset class and how it can complement other investment and estate planning strategies. JR KATZ distinguishes itself through a transparent, confidential, and objective approach. They leverage their industry expertise and relationships with leading insurance companies to access exclusive products and negotiate favorable terms for their clients. The firm's commitment to policy management ensures that solutions remain aligned with evolving client needs and market conditions. For further information, visit JR KATZ's website at jrkatz.com. Securities are offered through Lion Street Financial, LLC (512.776.8400), a member of FINRA and SIPC. Investment advisory products and services are offered through Lion Street Advisors, LLC, a registered investment advisor with the SEC.

Company Leadership

Jordon Katz

President

Phone Email

JR KATZ Industry Tags

Business Needs
Employee Benefits
Estate Liquidity Needs
Executive Benefits
Tax Advantage Needs
Risk Management
Insurance
Insurance Agents
Brokers
and Service
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FAQ

What is the location of JR KATZ's headquarters?
The headquarters of JR KATZ are situated at 5 Revere Dr, Suite 550, Northbrook IL
What is JR KATZ's phone number?
JR KATZ's contact number is (847) 564-8539.
What is JR KATZ's official website?
The official website of JR KATZ can be found at jrkatz.com.
What is JR KATZ's current revenue?
As of September 2022, JR KATZ's annual revenue reached $3B.
How many employees does JR KATZ currently have?
JR KATZ employs approximately 6+ people as of September 2022
Which industries is JR KATZ primarily operating in?
JR KATZ operates in the following industries: Insurance
Who is the President of JR KATZ?
JR KATZ's President is Jordon Katz
What are JR KATZ's industry tags?
JR KATZ's industry tags include: Business Needs, Employee Benefits, Estate Liquidity Needs

Employee Directory

Key Employees

Jordon Katz

Owner

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Jonathan Katz

Principal | COO

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Christine Griffith

Director, Underwriting and New Policy Administration

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