Team
Bert Goldstein, CPA, JD, began his professional career as an accountant, specializing in small business accounting and tax consulting and preparation services. With over 30 years of experience guiding individuals with financial...
Michael Paretzky is a Registered Representative with Cetera Financial Specialists and one of our team's Financial Advisors. Michael comes to us with a wide breadth of knowledge in the areas of fee based asset management services,...
Barbara Goldstein, a Client Service Associate of Goldstein Wealth Management Services, is our internal administrative coordinator. Often a client's first point of contact within our firm, Barbara represents our personalized yet...