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 * Home
 * About Us
   * Meet Our Team
   * Our History
   * Our Services
   * Our Philosophy
   * Drop Ticket Program for Agents
 * Resources
   * Articles
   * Calculators
   * Newsletters
   * Glossary
   * Tax Library
   * Videos
 * Request A Quote
   * Annuity
   * Long-Term Care Insurance
   * Group Health
   * Life Insurance
   * Individual Health
   * Disability Income Insurance
   * 401(k) Information Request
 * Contact Us
   * Contact Us
   * Our Location
   * Information Request
   * Tell A Friend

► ❙❙


Katchen Financial Group 674 US Highway 202/206 North Bridgewater, NJ 08807


PHONE:

 * 908 -526- 1411


FAX:

 * 908-526-0440


E-MAIL:

 * mitchell.katchen@woodburyfinancial.net

 * 

Welcome to Katchen Financial Group!  

We are a full-service financial firm that specializes in making complicated
investment vehicles easily understood. We have been working with clients
throughout the United States for over 20 years. We have gained our client's
confidence through personalized financial products and services and our
commitment to them.

For a FREE Financial Consultation, please click here, fill out the form, and we
will be in touch. 

We hope that you find this website useful in answering any questions you may
have about our firm and the services we provide. We are open during normal
business hours: Monday through Thursday, from 8:30AM to 5:30PM,  Friday 9:00AM -
4:00PM and employ a full-time staff that is able to answer questions for you
about our firm and the products we provide.

Feel free to browse our website to help you understand who we are, what services
and products we provide, and our philosophy in how we conduct business. Thank
you for visiting Katchen Financial Group, and we look forward to working with
you, your family, and your business!

We are a proud partner of Liberty Mutual Home & Auto Insurance, please call our
office for free quotes.

Mitchell Katchen


CONTACT US

Please feel free to contact us with any questions.

Contact Us


CALCULATORS

You can review interesting calculators on my site.

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VIDEOS

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DO YOU KNOW WHO YOUR BENEFICIARIES ARE?


VALUABLE ASSETS WILL CONVEY DIRECTLY TO BENEFICIARIES, REGARDLESS OF
INSTRUCTIONS IN A WILL.

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Channels
 1. Do You Know Who Your Beneficiaries Are?
    
    01:57
    
    Do you know who your beneficiaries are? Don't overlook this important step!


NEWSLETTERS


 * DIVERSIFYING YOUR PORTFOLIO WITH INTERNATIONAL FLAIR
   
   Do you know the benefits and risks of investing in foreign markets using
   international mutual funds or ETFs? Find out in this article.


 * HOT TOPIC: ‘TIS THE SEASON FOR TAX-FRIENDLY GIVING STRATEGIES
   
   Donating to charity can make a difference at any time of the year. But taking
   a strategic approach, possibly as part of your year-end tax planning, could
   offer tax benefits and potentially increase your ability to give. This
   article provides an overview of various tax-advantaged giving strategies.


 * IRA DISTRIBUTIONS CAN BENEFIT YOUR FAVORITE CAUSE … AND YOUR TAX BILL
   
   IRA owners who are 70½ or older can give to charity without itemizing and
   still get a tax break. Find out how.


 * FAMOUS PEOPLE WHO DIED WITHOUT PROPER PLANNING
   
   Think celebrities are way ahead of the curve when it comes to planning their
   estates? Many have died with no or inadequate estate plans.

More Newsletters »


CALCULATORS


 * FEDERAL INCOME TAX
   
   This calculator can help you estimate your annual federal income tax
   liability.


 * MORTGAGE REFINANCING
   
   Determine whether you should consider refinancing your mortgage.


 * ROTH IRA CONVERSION
   
   This calculator can help you determine whether you should consider converting
   to a Roth IRA.


 * REQUIRED MINIMUM DISTRIBUTIONS
   
   Estimate the annual required distribution from your traditional IRA or former
   employer's retirement plan after you turn age 72.

More Calculators »


Woodbury Form CRS

Securities and investment advisory services offered through Woodbury Financial
Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other
entities and/or marketing names, products or services referenced here are
independent of WFS. 

Representatives may not be registered to offer securities and advisory services
in all states.

PLEASE NOTE: When you link to any of the websites/hyperlinks displayed within
this website, you are leaving this website and assume total responsibility and
risk for your use of the website you are linking to. We make no representation
as to the completeness or accuracy of any information provided at these
websites.  

 * Site Map

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