Katz Legacy Financial
@katzlegacyfinancial.com
Find guidance for life insurance, retirement planning, and estate planning with a personalized approach built around your family, your goals, and the decisions that matter most.
Katz Legacy Financial's Company Logos


Katz Legacy Financial's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#8E8E8E
Gray
142, 142, 142
0, 0, 56
0, 0, 0, 44
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#0D141A
Bunker
13, 20, 26
208, 33, 8
50, 23, 0, 90
About Katz Legacy Financial
Katz Legacy Financial helps individuals and families make informed decisions about protecting their assets, preparing for retirement, and planning their legacies. The firm takes a personal approach, shaping guidance around each client’s family, goals, needs, and long-term priorities. Its services include life insurance, retirement solutions, and estate planning, with an emphasis on clear explanations, thoughtful strategies, and ongoing support.
Whether clients are organizing future plans, seeking to protect their families, or considering important financial decisions, Katz Legacy Financial aims to help them move forward with greater clarity and confidence. The firm reports more than 25 years of experience and over 750 clients helped. Its main office is in Wilmington, North Carolina, and it lists additional locations on its website.
Investment advisory services are offered through Integrity Advisor Solutions, LLC, an SEC-registered investment adviser. Integrity Wealth is a marketing name for that firm; Katz Legacy Financial states that it is not affiliated with Integrity Wealth
Brand industry
Finance
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