Who We Are

An NFP Firm

Backed by the financial strength and scale of National Financial Partners (NFP), JR Katz provides clients with market leverage, proprietary products, intellectual and human capital, and geographic reach.
Leveraging our scale and experience to find the optimal solution for your personal or business goals.

JR Katz was founded in 1976. For three decades, JR Katz professionals have provided innovative insurance-based solutions for wealth transfer and corporate benefit programs for individuals and corporations.

Since January 2000, JR Katz has been a part of NFP, a national network of independent financial and business advisory firms. With over 175 owned firms and more than 320 member firms in 41 states and Puerto Rico, NFP firms specialize in a wide range of financial services including life insurance and wealth transfer, as well as corporate and executive benefits.

NFP, which is publicly traded on the New York Stock Exchange (NYSE:NFP), has enjoyed significant growth by combining the benefits of entrepreneurial independence with the resources of one of the largest financial service distribution networks in the country.