For over 20 years Goldstein Advisors has been proud to help clients plan, pursue and achieve their financial goals.
Chief Executive Officer
Chief Operating Officer
Director of Investments
Director of Financial Planning
Chief Financial Officer
Executive Vice President
Business Development & Community Relations
Client Services Specialist
Financial Services Coordinator & Paraplanner
Client Service Manager
Client Service Specialist
Client Service Specialist Intern
2501 Parmenter St, Suite 100A
Middleton, WI 53562-2673
Phone: (608) 831-3230
Fax: (608) 831-3235
851 Park Drive, Suite 104
Lake Geneva, WI 53147
Phone: (262) 248-0620
Monday – Thursday: 8:00am – 5:30pm
Friday: 8:00am – 3:00pm
© 2020 Goldstein Advisors.
Advisory services offered through Arbor Point Advisors, LLC Securities offered through Securities America, Inc., Member FINRA / SIPC. Goldstein Advisors, Arbor Point Advisors and Securities America are separate companies.
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