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Welcome to Kautz Financial

Through accumulating, protecting and distributing wealth in the most tax effective manner, Kautz Financial provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our client's objectives, ensuring they feel a sense of comfort and relief regarding their financial state.  Communication and commitment to excellent service act as the basis for the success of our firm. 

Our firm understands the devotion and fortitude of families who have loved ones with special needs.  Financial Advisor and owner, Dan Kautz, possesses a specific set of skills to assist families with individuals who are disabled, including funding and managing special needs trusts.  Due to Dan's personal life experience, he has dedicated a portion of his practice to working with families
facing these unique situations and works closely with attorneys who specialize in the special needs field.

Kautz Financial
1961 Wehrle Drive, Suite 9
Williamsville, NY 14221

Phone : (716) 276-8480
Fax: (716) 276-8481




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 Daniel Kautz, Registered Representative offering securities through American Portfolios Financial Services, Inc. Member FINRA/SIPC Investment advisory services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Kautz Financial is not affiliated with APFS and APAI.

This communication is strictly intended for individuals residing in the state(s) of FL, MI and NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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