Recognized in south Florida as an expert in retirement and income planning, Larry Goldstein helps Floridians achieve financial goals that many believed weren't attainable. Frequently featured in media outlets for his sage advice, Larry is passionate about developing one-on-one relationships with each of his clients.
He seeks to understand exactly what they want from their investments and helps them achieve those goals. When it's time to begin planning for retirement and restructuring your investment portfolio, turn to Larry and his team at Meridian Retirement Solutions to help eliminate worry from your financial future.
He seeks to understand exactly what they want from their investments and helps them achieve those goals. When it's time to begin planning for retirement and restructuring your investment portfolio, turn to Larry and his team at Meridian Retirement Solutions to help eliminate worry from your financial future.
Services
Larry Goldstein is your source for all things retirement. Larry covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between on "Retirement Readiness with Larry Goldstein." Listen to "Retirement Readiness with Larry Goldstein" Saturdays at from 7:30 to 8 a.m. on WJNO-AM/FM.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Reviews (8)
Mark Writer
Oct 01, 2021
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Henry Virkler
Jul 21, 2021
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Marsha Ismach
Jan 28, 2021
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Larry Goldstein is great to work with, professional and very competent. Let me explain.
My husband and I decided to start to research financial advisors about 3 years ago. We probably went to at least 6 seminars with different financial advisors. We were impressed enough to meet with two of the presenters, Larry being one of them.
As fate would have it, we met with the other advisor first, his office was located closer to our home. My husband, Steven, had handled our investments and had done fairly well. But we realized that there were investments that we were unaware of. The other advisor analyzed
My husband and I decided to start to research financial advisors about 3 years ago. We probably went to at least 6 seminars with different financial advisors. We were impressed enough to meet with two of the presenters, Larry being one of them.
As fate would have it, we met with the other advisor first, his office was located closer to our home. My husband, Steven, had handled our investments and had done fairly well. But we realized that there were investments that we were unaware of. The other advisor analyzed
Jim Morelli
Nov 19, 2020
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After years with the "big boys" of the financial planning world, my wife and I formally evaluated a number of planners and hired Larry about 18 months ago. We have been completely satisfied and pleasantly surprised with the management of our assets which has allowed us to retire or not retire as we wish. Great position to be in... especially with the recent market volatility. Larry always responds in a timely manner and proactively touches base with us as needed. We're in it for the long haul with Larry!
Sharon Swendner
Sep 01, 2020
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Glad to have the opportunity to write a review for Larry Goldstein and team. I wanted to move my investments to someone who could help me really plan for retirement, review how to optimize my tax efficiencies and find investment vehicles that will protect me over the long haul, including Roth IRA and others. I did quite a bit of research including attending dinners for several advisors as well as a class at the local college to make sure I understood all the issues and would make a selection that suited me, where I am in my life plan and could find someone I trusted who would watch out for my best
Susan Levin
Aug 23, 2020
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First let me say that I am very fiscally conservative and skeptical of trusting any financial advisor. I am self-employed doctor and looking to retire in 4-5 years. I have retirement savings and Larry put together a complete income plan that will allow me to retire in 2 years with a secure income from a variety of investments. He also was able to point point out tax advantages that will save me a ton of money. I would highly and without reservation recommend Larry for your retirement and investment needs.
David Cunningham
Jan 11, 2019
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But I felt I must commend and thank Larry For his great assistance helping my wife and I maximize our Social security benefits. He helped us get almost 100k additional in lifetime benefits we did know were available to us.There is so much misinformation about how and when to collect and claim social security. My financial advisor knew very little about social security. Due to Larry’s advice and guidance my future is much more secure. I highly value his independent financial perspective which is vastly different from most financial advisers.
Steve Morris
Dec 23, 2018
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My wife and I were considering retirement but we had no idea if we could afford it without running out of money later in life. Larry Goldstein was recommended to us by our attorney so we contacted him and began the process of supplying him with our financial information so that he could analyze our situation. We found Larry to be extremely thorough, likable and very conscientious. He put us at ease as he patiently explained the numerous graphs, tables, etc., that summarized our financial position. It was obvious to us that Larry takes his profession very seriously and that he cares deeply about
