Jeff Goldman Financial

3 star rating 1 Review

(702) 765-0026(702) 765-0026 View Website »

3753 Howard Hughes Parkway, 200Las Vegas, NV 89169

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Reviews

  • Jeff Goldman Financial - Las Vegas, NV -  thepinkladybug

    Reviews: 16

    CFP?
    thepinkladybug (16 reviews)
    3/28/2007

    Is this person a CFP? If not, make sure to find a CFP. There are lots of financial "credentials" out there that are nothing more than a mail order letter scheme. CFP is the most comprehensive, reliable certification for financial advisors.

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    Jeff Goldman Financial replied on 3/28/2007

    While CFP is one certification that is worthwhile it does not determine whether that person is a Great Adviser - someone has taken 6 courses and passed a test. I have been in the business for over 5 years, I'm an Independent Investment Professional (NO Proprietary Products), fully licensed and I make sure my clients get great customer service and a proper plan for Financial Independence.


Business details

Service Area

  • Aliante
  • Anthem/Seven Hills
  • Boulder City
  • Centennial
  • Enterprise
  • Henderson
  • Paradise
  • Red Rock
  • Rhodes Ranch
  • Silverado Ranch
  • Southern Highlands
  • Spring Valley
  • Summerlin
  • The Lakes

Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Banking
  • Brokerage Services
  • Insurance Brokerage Services
  • Loans or Financing
  • Mortgage Loans

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Divorce Planning
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Credentials

Securities Licenses Series 6,7,63,65. Mortgage License. Life, Health and Disability License.

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • 9:00am
  • 1:00pm
  • SUN