Company Overview
- Headquarters
- 5 Revere Dr, Suite 550, Northbrook IL
- Website
- jrkatz.com
- Phone
- (847) 564-8539
- Employees
- 6
- Industry
- Insurance
Financials & Stats
Revenue
$3B
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.
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