Financial Services

Financial ServicesWe hope you will take advantage of our financial and estate planning services. We can help you through the maze of knowing what to do to maximize your earnings, increase your retirement benefits, and preserve your holdings for future generations.

The coordination of wills, trusts, tax shelters, and investments with family and business objectives is a complex process. In one's personal and business pursuits, funds must be created, distributed, and sheltered from excess taxation throughout a lifetime.

 


Our role is to work closely with you and other advisors to coordinate these efforts and protect all your essential, financial interests. We are able too to evaluate your estate and develop a plan to perpetuate your financial worth for the benefit of your family.

 

The role of Statland & Katz is to work closely with you and other advisors to coordinate these efforts and protect all your essential, financial interests. We are able too to evaluate your estate and develop a plan to perpetuate your financial worth for the benefit of your family.

 

Statland & Katz, Ltd can help you and your company implement, and service: Individual Retirement Accounts (I.R.A.), 401K Plan, Defined Benefit Plan, profit Sharing Plan, and Trust Investments.

 

 

Securities and Investment Advisory Services are offered through H. Beck, Inc., Member FINRA & SIPC H. Beck, Inc. and Statland & Katz are not affiliated.  We currently have representatives registered to offer securities and insurance products in Maryland, Virginia, and Washinton D.C.

“I have been a Statland & Katz client for more than ten years and have always found Julie and her team to be service-oriented and responsive to my needs.  They have helped me select appropriate coverage limits, reduce my costs and understand a host of auto insurance issues.  As someone who spends every day focusing on my customers and developing their loyalty, I know I can count on Julie and her team will guide me through a smooth process.“
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Robert L. Johnson, Chief Service Officer Sprint-Nextel

8811 Colesville Road, Suite Two,  Silver Spring, MD 20910  
1-800-281-0670 | Phone: (301) 587-6050 | Fax: (301) 587-8456 | E-mail:info@statlandkatz.com