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Daniel Goldstein, CFP

Headquartered in CENTERPORT, NY

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Firm Information

Daniel Goldstein, CFP, is an investment advisor representative who provides financial planning and portfolio management services to individuals. The firm manages approximately $40.69 million in assets for 66 clients.

Daniel Goldstein, CFP

$40.69M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DANIEL GOLDSTEIN, CFP has a total of 1 branch locations across the country.
location

CENTERPORT, NY

Advisors at Daniel Goldstein, CFP

View All 1 Advisors
Unclaimed
Daniel Karl Goldstein

CFP®, RA

CENTERPORT, NY

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Disclosures

There are no public disclosures for Daniel Goldstein, CFP.

Frequently Asked Questions (8)

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