Mitchell O. Goldberg, AAMS, President | Investment Professional
ClientFirst Strategy, Inc.
290 Broadhollow Road, Suite 200 E, Melville, NY 11747
(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338
firstname.lastname@example.org | www.clientfirststrategy.com
To financially empower our clients so that they can achieve their most
important goals and to confidently plan for the future that they envision.
~Asset Allocation Strategies
~Strict mutual fund screening
~College savings plans
~Donor Advised Fund/ Charitable Giving
~Long Term Care
~Annuities, fixed & variable
~Group health plans
Individual Client Services:
~401(k) plan review and advice
~Specific goal planning
*Some services provided by close affiliations. Additional fees may apply.
Some fees may be lower or may be waived for clients.
Securities & Investment Advisory Services Offered through NEXT Financial Group, Inc., member FINRA/SIPC.
ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.