After a decade in the commercial real estate finance profession Barry G. Katz. MBA, CFP® incorporated Caratel Financial Services in 1991 to provide comprehensive and original financial solutions for individuals, families and small businesses. Caratel is a true Fee-Only financial planning and wealth management firm; our only source of compensation comes from the client. As a result, clients know that the advice received is solely in their best interest.
Caratel is a Registered Investment Advisor in the states of Florida, Connecticut and Texas. With locations in Florida and Connecticut Caratel is able to serve a geographically diverse client base. We maintain frequent communication with our clients, locally and all over the continental United States, with visits, e-mails and Skype calls. We use the latest technology to securely transmit various reports, make presentations, and maintain client information.
Caratel encourages development of long-term relationships with clients to ensure that they remain on their path to financial success even as the world in which we live changes. We offer qualified prospects an Initial Consultation at no cost to get to know us and our work product. We look forward to working with you.
Comprehensive and Segmented Plans
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