Financial Services

Financial Services We 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.

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“I have repeatedly chosen Statland and Katz over other nationally recognized insurance companies for its ability to offer customized insurance products that meet our community’s needs. I’m proud – and very happy – that our association obtained earthquake coverage from Statland & Katz, at a nominal price. We did not need to call Statland & Katz for a claim when our area was shaken by an earthquake in July of 2010– but our community felt better knowing we could have done so if needed.” - Terry M. Green President, Board of Directors, King Farm IV, II Rockville, Maryland

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 Washington D.C.

Located in Silver Spring MD, Statland Katz Insurance is a full service insurance agency serving the Washington DC Area, the state of Maryland and Northern Virginia, offering affordable and comprehensive personal and business insurance services to individuals, families,and businesses.Statland Katz serves Washington DC and the following Maryland counties and cities:

District of Columbia, Montgomery County, Prince Georges County, Howard County, Anne Arundel County, and Baltimore County, MD.

Adelphi, Annapolis, Ashton, Aspen Hill, Baltimore, Beltsville, Berwyn Heights, Bethesda, Bladensburg, Bowie, Brinklow, Brookeville,Brookmont, Burtonsville, Calverton, Capitol Heights, Cheverly, Chevy Chase, Chevy Chase View, Chillum, Clarksville, Colesville, CollegePark, Columbia, Crofton, Damascus, Dawsonville, Dayton, Derwood, District Heights, Forest Park, Forestville, Foxhall, FriendshipHeights, Fulton, Gaithersburg, Garrett Park, Germantown, Glen Hills, Glen Mar, Glenmont, Good Hope, Greenbelt, Highland Park,Hyattsville, Kemp Mill Estates, Kensington, Kent Village, Kettering, Knollwood, Landover Hills, Langley Park, Laurel, Layhill,Laytonsville, Lewisdale, Luxmanor, Maryland City, Meadowood, Montpelier, Montrose, New Carrollton, North Potomac, Norwood Corner,Oakmont, Olney, Poolesville, Potomac, Randolph Hills, Redland, Riverdale, Rock Creek, Rockville, Sandy Spring, Savage, Seneca, Silver Spring, Simpsonville, Somerset, Spencerville, Springbrook, Takoma Park, Towson, University Park, Veirs Mill, Washington Grove, Westgate,Wheaton, White Oak, Woodmont

We also offer affordable and comprehensive personal and business insurance services to individuals, families, and businesses throughoutNorthern Virginia, including Arlington, Alexandria, McLean, Falls Church,Annandale, Reston, Fairfax, Vienna, Herndon, Sterling,Leesburg, and Manassas, VA.

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Financial Services