At Goldstein Group Financial Advisors, we know that no two lives are identical, so there's no one-size-fits-all approach to successful financial planning. We specialize in learning what's important to you, helping you to think creatively about your future, and-together-building a customized plan that matches your needs.
Let our holistic approach help you create your plan for living well-in the context of the life you've lived and the one that's ahead. The Financial Professionals of Goldstein Group Financial Advisors, LLC, are Registered Representatives and Investment Adviser Representatives with and offer Securities and Advisory Services through Commonwealth Financial Network(R), Member FINRA/SIPC, a Registered Investment Adviser.
Let our holistic approach help you create your plan for living well-in the context of the life you've lived and the one that's ahead. The Financial Professionals of Goldstein Group Financial Advisors, LLC, are Registered Representatives and Investment Adviser Representatives with and offer Securities and Advisory Services through Commonwealth Financial Network(R), Member FINRA/SIPC, a Registered Investment Adviser.
Services
At the Goldstein Group, we understand how your accomplishments, passions, and dreams for the future make you unique. What sets us apart is our ability to integrate these nuances into solutions tailored for your near- and long-term financial goals. Our philosophy is grounded in a commitment to helping safeguard those things that matter most to you.
The overriding principle that our clients' best interests come above all else is the hallmark of our relationships and our reputation. In prosperous and challenging times alike, a steadfast commitment to earning your trust and satisfaction guides everything we do.
As true independent financial advisors, we are free to manage your financial life unhindered by the demands and product limitations of a large corporate firm-such as incentives to recommend certain proprietary products that might affect the guidance you receive.Our dedication to fostering your well-being means that our objectives are always aligned with yours.
As true independent financial advisors, we are free to manage your financial life unhindered by the demands and product limitations of a large corporate firm-such as incentives to recommend certain proprietary products that might affect the guidance you receive.Our dedication to fostering your well-being means that our objectives are always aligned with yours.
As the founder and lead financial advisor of Goldstein Group Financial Advisors, Helen helps clients view their financial situation holistically, examining their day-to-day needs, investments, retirement plans, taxes, insurance, and estate planning. Helen has been in the financial services industry for more than 25 years and is an Investment Adviser Representative of Commonwealth Financial Network(R).
Jesse comes to us with close to 15 years of experience working with entrepreneurs and individuals to help address their business and financial planning needs. Jesse worked as a public accountant at Katz, Sapper & Miller before starting his own Business Advisory practice in 2009. Jesse graduated with a Bachelor's of Science degree in Accounting & Finance from Indiana University's Kelley School of Business.
While Stephanie found this to be very exciting and educational, her interest has always been in personal financial planning and investment management for individuals. She will be shadowing Amanda and Helen, learning the day-to-day operations of our firm. Stephanie has a Series 7 securities registration and in the next few months will begin her training to receive the CERTIFIED FINANCIAL PLANNER certification.
Reviews (3)
Marcia Goldstone
Jul 19, 2021
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I have been a client for many years and am well satisfied with the service I have received. Helen Goldstein is an outstanding professional - knowledgeable and helpful. Her staff is also excellent. Every professional at this firm can be relied upon to respond to questions promptly and to consider an individual client's particular needs and goals when offering investment advice. I feel fortunate to have Helen's watchful eye on my finances.
Judy Zimmerman
Jul 18, 2021
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We have retained Goldstein Group for over ten years and they are outstanding. They have always placed the highest priority on our needs and their commitment to the highest business standards has guided their advice and recommendations. The entire staff, past and present, are excellent and we look forward to continuing the relationship. They definitely deserve five stars.
Brian Hoffman
Jul 15, 2021
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