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About GOLDSTEIN ADVISORS, LLC
GOLDSTEIN ADVISORS, LLC is a trusted financial advisory firm that has been providing expert financial advice to clients for over 20 years. Founded in 2000 by renowned financial expert John Goldstein, the firm has a team of experienced advisors who are committed to helping clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet diverse client needs
- Guides clients in making informed financial decisions
- Uses a client-centric approach to ensure individual financial goals are met
- Empowers clients with financial education and resources
Facts and Insights
Founded in: 2000
Headquarters: New York, NY
Number of Advisors: 10
Assets Under Management: $500 million
Financial Services Offered
GOLDSTEIN ADVISORS, LLC provides a comprehensive range of financial services to meet the varying needs of their clients. These services include:
- Financial planning and analysis
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and small businesses. GOLDSTEIN ADVISORS, LLC has the expertise and resources to serve clients from different backgrounds and financial situations. They tailor their services to meet the unique needs of each client and provide personalized solutions to help them achieve their financial goals.
Fees & Compensation
GOLDSTEIN ADVISORS, LLC believes in transparency when it comes to fees and compensation. Their fee structure is based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals. The firm has a fiduciary responsibility to act in the best interest of their clients, which means they are committed to providing unbiased and objective financial advice.
Background
John Goldstein, the founder of GOLDSTEIN ADVISORS, LLC, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds a Master of Business Administration (MBA) degree from a top business school. His expertise and insight have helped the firm become a trusted name in the financial advisory world.
Financial Advisor Disclosures to Know
As a registered investment advisor, GOLDSTEIN ADVISORS, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC). The firm is committed to maintaining the highest ethical standards and ensuring transparency in all their dealings with clients.
In Conclusion
GOLDSTEIN ADVISORS, LLC is a top financial advisory firm that is dedicated to helping clients achieve their financial goals. With their expertise, personalized approach, and commitment to transparency, the firm has earned a reputation for providing reliable and unbiased financial advice. Contact them today to learn how they can help you secure your financial future.