John D. Goldman

Credentials:
  • CFP®
  • ChFC®
  • CLU®
  • CPA*
  • MBA

Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Estate Planning

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See John’s Licenses and Disclosures

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Contact John

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Elmira Satellite Office

Satellite Office

147 West Gray Street Suite 211
Elmira, NY 14901

CRN201912-180567