ClientFirst Strategy, Inc.

This is a firm that was conceived and built around serving the best interests of its clients, hence, the name ClientFirst Strategy, Inc. In depth knowledge about asset management, financial planning, and insurance allow us to create the wealth management formulation that is demanded by today's sophisticated financial consumers. The firm is owned and operated by Mitchell Goldberg, a 30 year veteran in the world of wealth management. Life cycle investing is paramount here because we expect to retain our clients for the long term. As a fee-based advisory firm, our financial compensation is tied directly to your success. We are nationally recognized and have appeared in CNBC, MarketWatch, NBC, MSNBC, Investors Business Daily, USA Today, and more. We love to write, create videos, and post on social media. Please check us out for yourself to see if we could be a good fit for you. Please feel free to reach out to us if you have any questions about how we may be able to help you. Securities and investment advisory services offered through NEXT Financial Group, Inc. ("NEXT"). Member FINRA/SIPC. ClientFirst Strategy, Inc. 290 Broadhollow Road, Suite 200 E, Melville, NY 11747 (631) 920-6622. ClientFirst Strategy, Inc. is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT.

网站

https://www.clientfirststrategy.com

ClientFirst Strategy, Inc.的外部链接

所属行业

金融服务

规模

2-10 人

总部

Melville，New York

类型

私人持股

创立

2005

领域

Financial Planning、Investment Management、Life Insurance、Writing、Public Speaking、Vlogging、YouTube、LinkedIn Live、Be The Boss of Your Money live podcast和Networking