Marc Goldstein Associates is a boutique financial advisory firm headquartered in Rye, New York, dedicated to providing personalized financial planning and wealth management services. With decades of experience, the firm specializes in helping individuals, families, and small businesses navigate complex financial decisions with confidence. Their approach is client-centered, emphasizing trust, transparency, and long-term relationships tailored to meet each client’s unique needs and goals.

The firm offers a comprehensive suite of services including retirement planning, investment portfolio management, estate and tax planning strategies, and risk assessment. Marc Goldstein Associates takes pride in educating their clients, ensuring they are empowered to make informed financial decisions. The firm’s smaller size allows for highly customized service, with advisors taking a hands-on approach to craft personalized financial roadmaps.

Marc Goldstein Associates is independently owned and not affiliated with large institutions, giving them the flexibility to offer objective advice. Their team often collaborates with legal and tax professionals to provide holistic financial solutions. The firm has earned a reputation for professionalism, discretion, and a strong ethical commitment to the families and professionals they serve.

Website: http://www.mgoldsteinassoc.com/

Key Services:

– Personalized financial planning
– Wealth and investment management
– Retirement planning strategies
– Estate planning integration
– Risk and insurance assessment
– Tax-efficient strategies for individuals and small businesses
– Multi-generational wealth transfer planning
– Collaboration with legal and tax professionals for holistic financial support