Catanzarite Financial Services

At Catanzarite Financial Services, Inc., we understand that most people seek financial guidance and leadership for one simple reason - they want to enjoy an affordable lifestyle without running out of money. Our team of experienced financial professionals, led by Tony and Joseph Catanzarite, is dedicated to providing personalized financial planning and wealth management services to individuals, families, and businesses.

Our Mission

Our mission is to guide our clients through the complex process of achieving their financial goals, providing them with the knowledge, expertise, and support they need to make informed decisions about their financial lives. We believe that everyone deserves to live their life to the fullest, without financial stress or anxiety, and we are committed to helping our clients achieve their vision of financial freedom.

Our Services

We offer a comprehensive range of financial services, including retirement planning, asset management, estate planning, risk management, business succession planning, and employer group benefits. Our team of experienced financial advisors will work closely with you to understand your unique financial situation, goals, and objectives, and develop a personalized plan tailored to meet your needs.

Our Approach

Our approach is built on the foundation of trust, integrity, and expertise. We take the time to listen to our clients, understand their concerns, and develop a personalized plan that addresses their specific financial goals and objectives. We believe in providing transparent and unbiased advice, and we are committed to putting our clients' interests first.

Our Team

Our team of experienced financial professionals is dedicated to providing exceptional service and guidance to our clients. From retirement planning to estate planning, our team has the expertise and knowledge to help you achieve your financial goals. Meet our team members, including Tony Catanzarite, President, Joseph Catanzarite, CFP, Financial Advisor, Kimberly Martz, Office Coordinator, and Dolores Catanzarite, Office Manager.

Why Choose Us

At Catanzarite Financial Services, Inc., we are committed to providing our clients with the highest level of service, expertise, and guidance. We believe that everyone deserves to live their life to the fullest, without financial stress or anxiety, and we are dedicated to helping our clients achieve their vision of financial freedom.