Lee, Nolan, Koroghlian, LLC |
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“I help my clients build a moat around their castle”
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PROFILE:
Daniel C. Katzeff, CLTC, is a vice-president and financial services professional at Lee, Nolan & Koroghlian, LLC of Little Falls, NJ. He was recognized in the January issue of New Jersey Monthly magazine as a "Five Star Wealth Manager" for his work in the field of Insurance. The selection was based on a survey of overall client satisfaction with criteria that included integrity, customer service, knowledge/expertise and quality of recommendations.
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- Practice:
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Specializes in estate, retirement and business succession planning.
Partners, attorneys, administrators and key employees of small to mid-size closely- held law firms.
Helps partners and administrators of growing or developed law firms manage and ease some of their
biggest concerns; |
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- Protecting their business and their family
- Attracting and retaining attorneys and key employees
- Transferring wealth and tax efficiencies
- Controlling costs
- Planning for succession
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Provides a detailed assessment of an existing group benefits plan and develops alternative strategies to help law firms reduce their overhead and fill coverage gaps. |
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Develops individual financial and insurance strategies for partners, attorneys, administrators and key employees. |
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Shows partners ways to help minimize the cost of benefits through their firm while maximizing personal and family protection. |
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Helps partners understand the importance of developing a plan that will achieve the maximum value for their business when they leave. |
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As a member of Lee, Nolan & Koroghlian, one of the leading insurance and financial advisory firms coupled with his affiliation with the Massachusetts Mutual Life Insurance Company, Mr. Katzeff can offer the most creative solutions in the market. |
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Mr. Katzeff’s business is relationship-driven and strategies are developed for the long term with a major emphasis on service and support. |
Through his experience in life and disability income insurance, retirement planning, business succession planning, executive benefits and his certification in long term care, Dan Katzeff provides his clients with strategies for all aspects of the creation and preservation of wealth.
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Daniel C. Katzeff is a Registered Representative of and offers Securities through MML
Investors Services, LLC.:
Member SIPC www.sipc.org
150 Clove Road, Sixth Floor, Little Falls, NJ 07424. (973) 237-0100.
Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.
California Insurance License #0G73495, CRN201402-157557
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