1. US
  2. Plantation
  3. Caratel Financial Services, Inc.
  4. Caratel Financial Services, Inc.

Caratel Financial Services, Inc.

(on nob hill box)
Financial and Investment Services in Plantation, FL
Financial and Investment Services
Financial Services

Contact Us

Make a call
954-918-3537

Website

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1856 N. Nob Hill Rd., Box 265
Plantation, FL
33322

About

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.

Photos

Caratel Financial Services, Inc. Photo Caratel Financial Services, Inc. Photo Caratel Financial Services, Inc. Photo Caratel Financial Services, Inc. Photo

Services

  • Development of Financial Goals
  • Financial Review
  • Portfolio Review & Design
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Education Planning
  • Other Financial Service Needs
  • Ongoing Relationship

Information

Company name
Caratel Financial Services, Inc.
Category
Financial and Investment Services
Est
1991

FAQs

  • What is the phone number for Caratel Financial Services, Inc. in Plantation FL?
    You can reach them at: 954-918-3537. It’s best to call Caratel Financial Services, Inc. during business hours.
  • What is the address for Caratel Financial Services, Inc. on nob hill box in Plantation?
    Caratel Financial Services, Inc. is located at this address: 1856 N. Nob Hill Rd., Box 265 Plantation, FL 33322.
  • What are Caratel Financial Services, Inc.(Plantation, FL) store hours?
    Caratel Financial Services, Inc. store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.

Nearby

Barry Rabinowitz, MBA, EA
10930 Northwest 10th Court, Fort Lauderdale 1.0 miles
PNC Bank
801 N Nob Hill Rd, Plantation 1.0 miles
Unique Loss Mitigation Services, Inc
853 NW 91ST TER, Plantation 1.5 miles
Edward Jones - Financial Advisor: Victor Lanten
111 N Pine Island Rd, Plantation 2.2 miles
Collaro, Tao & Associates - Ameriprise Financial Services, Inc.
111 N Pine Island Rd, Plantation 2.2 miles
Wacks & Collaro - Ameriprise Financial Services, LLC
111 N Pine Island Rd, Plantation 2.2 miles