Marc Goldstein
Founder and CEO of Marc Goldstein Associates. We help clients retire on their terms.
- Role
- Founder and CEO at Marc Goldstein Associates
- Location
- Rye, NY, US
- LinkedIn followers
- 500 followers
About Marc Goldstein
No sales pitch; just genuine support. As your financial advocate, we will help you…
Experience
Founder and CEO
Dec 1992 — Present · New York, NY, US
Wealth ManagementRetirement PlanningEstate PlanningBusiness PlanningIndividual PlanningSuccession PlanningEmployee BenefitsCollege Education PlanningSecurities offered through Kestra Investment Services, LLC,(Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC,(Kestra AS) an affiliate of Kestra IS. Marc Goldstein Associates is not affiliated with Kestra IS or Kestra AS. finra.org/sipc.orgThis profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 84••••••72.
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