Who We Are

The Goldman Group is a team of highly skilled financial professionals dedicated to providing personalized investment planning and guidance tailored to each client's goals. With over 50 combined years of experience, we specialize in customizable investment strategies designed to address the unique priorities of every stage of life. Central to our approach is the belief that successful client relationships begin with attentive listening. By understanding your values and highest priority goals, we can design a plan to suit your individual needs.We recognize that every person is unique. Thus, our fundamental philosophy revolves around the ability to customize portfolios to match the specific requirements of each family. We believe that all decisions when it comes to financial planning must be coordinated together as part of the overarching plan. Because of this, we offer a variety of services to best suit the needs of each client and ensure these important decisions are all steppingstones to achieve end goal. We leverage our firms’ resources along with guidance from our professional partners on estate planning, tax strategies, insurance planning, Medicare and social security analysis. We pride ourselves on our communication and availability. Our client process contains a specific service schedule which we design for each client’s needs. We believe that proactive contact is imperative, and like to keep you informed regularly, not just about current market and economic events, but most importantly about how your specific personal financial situation is affected. ... Read more. Read less.