ABOUT US

We are committed to customer satisfaction, as well as a focus on risk management and responsible underwriting practices.

financial advisor at Goldstein financial inc

As a family owned business, we understand the importance of protecting your loved ones, share strong values and are committed to our clients. We are the husband-wife dynamic duo that will work with you to get all your bases covered. 

We are not the typical “insurance sales man”. Instead of focusing on the sale of one specific product we focus on the bigger picture. 

Think of our process as you would building a house. Instead of outsourcing several different contractors to work on different aspects of the home, you work with one general contractor. As the “general contractor”  we make sure you have a strong foundation, build on that foundation, and ensure you have a sturdy roof to keep you protected. 

Through our services and trusted partnerships, we ensure a wholistic approach to your financial well-being.

financial advisor near me