Edelstein Financial is a comprehensive financial services and wealth management practice led by its founder, Matthew Edelstein, CLU, ChFC. With a history spanning over 30 years, the firm provides personalized financial strategies covering retirement planning, investment management, estate planning, and insurance. Their stated mission is to offer clients clear, professional guidance to help them make informed financial decisions. The firm and its principal, Matthew Edelstein, are affiliated with and offer securities through Equitable Advisors, LLC.

Founded in

United States