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Your Financial Advisor MITCHELL A. KATZ

Address

6905 ROCKLEDGE DRIVE SUITE 900, BETHESDA, MARYLAND 20817

Phone
Office: 301-581-4108
Cell: 301-581-4134
Contact me
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

20+ years licensed insurance professional

Licensed to assist with:

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

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Life is a journey. We're here to help you along the way.

MITCHELL A. KATZ

CA Insurance License #0G78104

Not licensed to sell in all jurisdictions.

MITCHELL A. KATZ is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC is a New York Life Company. 

MITCHELL A. KATZ Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.