333 West 39th Street
Marc Goldstein Associates is a full-service financial, employee benefits, and consultative organization in New York City. We follow a holistic, comprehensive, integrated lifestyle and legacy planning approach in order to link every financial decision and strategy to our client's needs and goals throughout all of their life stages.
We are committed to maintaining a high standard of integrity and professionalism in our relationship with our clients. We follow the endeavor to provide the knowledge and strategies to allow our clients to understand their financial situation in order to achieve their personal and professional goals.
Employee Benefit PlansRetirement PlansBuy Sell StrategiesBusiness Continuation PlanningSalary ContinuationDeferred Compensation PlansDeferred Compensation AlternativesExecutive Benefit PlanningSection 162 PlansExecutive Bonus PlansKey Person PlansDisability Planning Exit Planning Strategies
Major Medical InsuranceDental InsuranceLong Term Disability InsuranceGroup Life Insurance
Vision InsuranceCritical Illness InsurancePension Plans
Personal Financial Needs AnalysisRetirement Planning Investment Products and Services Tax Management Strategies Life Insurance/Annuities College FundingDisability Income InsuranceMedical Insurance Asset Allocation ReviewEstate PlanningWealth Transfer Strategies Income Strategies Long Term Care InsuranceInvestment Products & Services Mutual FundsIRAs, Roth IRAs 529 College Funds
Conservation of AssetsEstate PlanningMethods to Reduce Income Taxes Charitable Gifting Options Family Limited Partnership Business Succession
Now that you have seen the types of services we can help you with, learn more about how we conduct our investment planning services.