Neil Goldstein has vast business experience both as an owner and directly working with business clients. One of his disciplines is tax* and retirement strategies for small, closely held corporations. Neil has 30+ years experience in the financial services arena and has an extensive client list where he has brought creative solutions and innovative strategies to businesses and individuals. His areas of expertise include, but are not limited to, estate planning, retirement solutions, and accumulation strategies for individuals.
Neil is a Registered Representative of Cetera Advisor Networks LLC.
*This should not be considered as specific tax advice. Consult a professional tax advisor regarding your individual situation.