Caratel Financial Services, Inc.

Barry G. Katz, MBA, CFP(TM) is President of Caratel Financial Services, Inc.  Founded by Mr. Katz in 1991, Caratel maintains a presence in South Florida (Fort Lauderdale/Plantation) and Northwest Connecticut (Litchfield/Farmington). 

Caratel emphasizes the relationship established with, and individualized approach to, all clients.  Boilerplate solutions are NEVER used. Caratel offers a wide range of comprehensive services some, or all, of which may be appropriate to your unique situation. Caratel's no-cost initial consultation allows us to determine which services best fit your needs and what the cost of those services would be.  Please take a look at Caratel's web site to learn more.

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Advisors at this Office

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This Office

North Street Litchfield, CT 06759 Phone: (860) 294-4261 Fax: (954) 746-3784

Primary Office

1856 N Nob Hill Rd # 265 Plantation, FL 33322 Phone: (954) 918-3537 Fax: (954) 916-2601

Other Offices

North Street Litchfield, CT 06759 Phone: (860) 294-4261 Fax: (954) 746-3784