Sam Goldstein, CPA, CFP®

Sam Goldstein, CPA, CFP® is committed to helping his clients pursue long-term financial success. Customized programs are designed by Sam to seek growth and potentially conserve his clients’ wealth by delivering an unprecedented level of personalized service. Sam Goldstein has the unique ability to help clients from a financial planning and tax point of view. Since he is a CPA and a CFP ®, he has the ability to handle complex investment and tax issues. Since he is securities and insurance licensed, he can help his clients implement their financial plans.

I encourage you to explore my site and learn more about the services I provide. Should you have any questions or would like more information on my firm, please feel free to email me or call me at (314) 567-7878. I look forward to hearing from you.