Caratel Financial Services, Inc.

Services Offered

• retirement planning
• investment management
• wealth accumulation strategies

About

Caratel Financial Services is a financial planning firm located in Plantation, Florida, founded by Barry G. Katz MBA, CFP® in 1991. The firm specializes in providing comprehensive financial solutions tailored for individuals, families, and small businesses. As a Fee-Only financial planning and wealth management firm, Caratel ensures that its clients receive advice that is solely in their best interest, without any conflicts of interest. Their services include retirement planning, investment management, and wealth accumulation strategies, aimed at helping clients achieve their financial goals.

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