Founded by Joel B. Goldstein, JB Goldstein is an independent financial services firm dedicated to helping clients build, manage, and preserve their wealth. The firm emphasizes a personalized, client-centric approach, developing customized financial strategies that align with individual goals. Their services encompass a wide range of financial needs, including retirement planning, investment management, estate and trust planning, insurance solutions, and business succession planning. They operate on the principle of providing objective advice and long-term guidance to navigate complex financial landscapes.

Founded in

Netherlands