Chamber of Commerce

      Caratel Financial Services, Inc.

      ( 5 Reviews )

      Caratel Financial Services, Inc.
      • 1856 N Nob Hill Rd Box 265
        Plantation, FL 33322
      •   954-918-3537
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      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      4.2 - (5 reviews)
      4
      0
      0
      0
      1
      Read Our 5 Reviews

      Chamber Rating

      4.2 - (5 reviews)
      4
      0
      0
      0
      1
      › ‹
      • Wafa Abdulrazzaq

        Barry has so much knowledge in investing and retirement. He also makes it easy to understand the process of investing and how to contribute and grow wisely!! No brainer to go with him for your financial growth and retirement!! 10 Stars!
        Aug 16th, 2018

      • Heather O'Rourke


        May 29th, 2018

      • Alpha Omega

        Caratel only wants to deal with high net worth older clientele, not high income young professionals as they told me by implying that their fees start at $3K.
        Apr 10th, 2018

      • Dana Abend

        Barry is always willing to answer our questions. He’s truly an expert in the field!
        Feb 19th, 2018

      • Emily Katz-Abdulrazzaq

        Very friendly, helpful, and caring. Since becoming a client, I've recommended multiple friends to Caratel and they have all been incredibly happy since with their portfolio management.
        Dec 30th, 2017

      Read Our 5 Reviews

      About
      Caratel Financial Services, Inc.

      After a decade in the commercial real estate finance profession, Barry G. Katz MBA, CFP?incorporated Caratel Financial Services in 1991 to provide comprehensive and original financial solutions for individuals, families and small businesses. Caratel is a true Fee-Only financial planning and wealth management firm; our only source of compensation comes from the client. As a result, clients know that the advice received is solely in their best interest.

      Contact Info

      •   954-918-3537

      Questions & Answers

      Q What is the phone number for Caratel Financial Services, Inc.?

      A The phone number for Caratel Financial Services, Inc. is: 954-918-3537.

      Q Where is Caratel Financial Services, Inc. located?

      A Caratel Financial Services, Inc. is located at 1856 N Nob Hill Rd Box 265, Plantation, FL 33322

      Q What days are Caratel Financial Services, Inc. open?

      A Caratel Financial Services, Inc. is open:
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 5:00 PM

      Q How is Caratel Financial Services, Inc. rated?

      A Caratel Financial Services, Inc. has a 4.2 Star Rating from 5 reviewers.

      Hours

      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      Caratel Financial Services, Inc.

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      4
      0
      0
      0
      1
      Write a Review

      Wafa Abdulrazzaq on Google

      image Barry has so much knowledge in investing and retirement. He also makes it easy to understand the process of investing and how to contribute and grow wisely!! No brainer to go with him for your financial growth and retirement!! 10 Stars!

      Heather O'Rourke on Google

      image

      Alpha Omega on Google

      image Caratel only wants to deal with high net worth older clientele, not high income young professionals as they told me by implying that their fees start at $3K.

      Dana Abend on Google

      image Barry is always willing to answer our questions. He’s truly an expert in the field!

      Emily Katz-Abdulrazzaq on Google

      image Very friendly, helpful, and caring. Since becoming a client, I've recommended multiple friends to Caratel and they have all been incredibly happy since with their portfolio management.

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      4
      0
      0
      0
      1

      Write a Review

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