Please join us in congratulating Brad Goldstein, FPQP™ on his recent promotion to Director of Client Services. Brad works with clients on all aspects of their financial planning needs, including opening and funding new accounts, updating beneficiaries, and transferring money between accounts.
Feel free to contact Brad with any questions or service requests, from getting an extra copy of that missing tax report, to scheduling a meeting.
Congratulations, Brad!
Stay informed about financial planning and investing issues that impact your life today and tomorrow! (we respect your privacy)
Stay informed about financial planning and investing issues that impact your life today and tomorrow! (we respect your privacy)
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
Hooray for you Brad, it’s a pleasure working with you and the whole team.