Catanzarite Financial Services, Inc.

CONNECT

Address:

330 South 35th Street
South Bend, IN 46615

Phone:

(574) 232-2650

Fax/Other:

(574) 325-5324

Our Firm

There are countless options and choices in today's fast paced life. Catanzarite Financial Services provides a safe harbor by guiding clients on anything that affects them financially. Below are some of the core components of that guidance. 

Retirement Planning: Guide clients through a process that begins with their personal vision of retirement.

Asset Management: Manage assets based on client’s vision of retirement, risk tolerance and income needs with a focus on reducing volatility and providing downside protection in poor market conditions.

Estate Planning: Create comprehensive estate plans with the goals of reducing tax liability and simplifying the transfer of assets at the client’s passing.

Risk Management: Assess current risks that could negatively affect retirement planning and implement steps and/or products in the most cost efficient manner to address those risks.

Business Succession Planning: Analyze and implement the most efficient technique for the transfer of business ownership.

Employer Group Benefits: Work with employers to create a comprehensive cost-efficient benefit package with services that include health insurance, disability insurance, life insurance and retirement benefits.

Financial Education: Teach Retirement Planning Today at IUSB in both Elkhart and South Bend and offer the class through employers and associations.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck