Our Practice
Our Practice
How We Work
Marc Goldstein Associates is a full service financial services, employee benefits and consultative organization in New York City. We follow a holistic, comprehensive and integrated lifestyle and legacy planning approach to link every financial decision and strategy to our client's needs and/or goals throughout all of their life stages.
Personal Planning
Personal Financial Needs Analysis
Retirement Planning
Investment Products and Services
Tax Management Strategies
Life Insurance/Annuities
College Funding
Disability Income Insurance
Medical Insurance
Asset Allocation Review
Estate Planning
Wealth Transfer Strategie
Income Strategies
Long Term Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mgoldstein@mgoldsteinassoc.com | (212) 989-5700