For over 20 years Goldstein & Associates 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 & Associates.
Advisory services offered through Arbor Point Advisors, LLC Securities offered through Securities America, Inc., Member FINRA / SIPC. Goldstein & Associates, Arbor Point Advisors and Securities America are separate companies.
Check the background of this firm on FINRA's BrokerCheck.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities America and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.