Jeffrey M. Golden, CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey M. Golden, CFP®

Circle Advisers, Inc.

420 Lexington Ave, Suite 1727
New York, NY 10170
FINANCIAL ADVISOR'S WEBSITE
(212) 885-4204

General

Jeffrey Golden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Circle Advisers, Inc. in New York, NY and the surrounding communities.

Financial Advisor Overview

Expert on issues affecting retirees and those who are approaching retirement, such as the timing of claiming Social Security benefits. Furthermore, Jeff helps households figure out whether or not they have enough money for retirement and how to do the actual retirement transition including the coordination of retirement account liquidations and brokerage account liquidations to sustain retirement spending.

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Financial Advisor Experience

Been with Circle Advisers, Inc. for over 18 years and has worked in financial services for almost 30 years. Earned his CFP license in 2000

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, NJ
  • Health/disability insurance: NY, NJ
  • Fixed annuities: NY, NJ
  • Variable annuities: NY, NJ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth

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