Jay Goldberg works closely with his clients in risk management, wealth accumulation, retirement and estate planning. He believes strongly in offering personalized customer service. That means listening to his clients, to ensure that their individual needs and goals are met.
In 1985, upon graduation from the
In 2001, he moved to
Jay holds the following licenses: Series 6,7,63,65 and 24 as well as Life and Health licenses in several states. He resides in
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.