GET READY TO TAKE CONTROL OF YOUR LIFE
Providing you financial protection and peace of mind in the face of potential risks and losses.
Providing financial protection and peace of mind to customers in the face of potential risks and losses. We are committed to customer satisfaction, as well as a focus on risk management and responsible underwriting practices. We prioritize innovation and technology in order to better serve our customers and stay competitive in the industry.
WELCOME!
Goldstein Financial Inc. is a family owned business focused on providing comprehensive financial services catering to the small business owner, self-employed, and families. Let us help you with your health, life, disability, and income protection.
OUR SERVICES
Insurance planning provides financial security and peace of mind in case of unexpected events such as accidents, illnesses, or death.
INSURANCE PLANNING
As your financial adviser, our strategies are designed to clarify business goals and provide a roadmap in order to get you there.
BUSINESS PLANNING
Employee retention plays a huge role in the success of a business. We can help you find affordable health insurance.
GROUP PLANNING
With a retirement plan in place you can reduce your stress and anxiety knowing you’ll have financial security and the ability to leave a legacy behind.
RETIREMENT PLANNING
HEAR WHAT OUR CLIENTS ARE SAYING
Huge thank you to Max for making the individual insurance process smooth and seamless. Always available and quick to respond, his professionalism and care are incredible attributes for an industry not necessarily known for customer-centric service. He stands heads and shoulders above the rest. Appreciate his knowledge and understanding of the system and ability to navigate one through it. Thank you!
-KELLY HOWARD
Max is great. Got me and other members in family exactly what we were looking for. Not only does he care unlike other brokers of any profession. He follows up, keeps in touch, and make sure things are going as planned. Don’t see that in business too often these days. I can say I am more than satisfied along with my family members. Thank you for everything.
-TREVOR GANZI
Max goes the extra mile to help & support his clients! He is polite, professional, and genuinely cares about people! Our family had a first-rate experience with him!