Company Information

Get to know L. G. Goldstein & Associates, Inc.

L. G. Goldstein & Associates, Inc. is a family-owned, independent financial planning and wealth management firm located in Huntington Station, New York. Founded by Louis Goldstein, the firm provides comprehensive financial services to individuals, families, business owners, and corporate retirement plans. Their mission is to offer personalized financial strategies covering areas such as wealth management, retirement planning, insurance, and estate planning. The firm's securities and investment advisory services are offered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC, respectively.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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L. G. Goldstein & Associates, Inc.

United States

Founded in

1959 (67 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.