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Control of Your Life

Providing financial protection and peace of mind to customers in the face of potential risks and losses. We are committed to customer satisfaction, as well as a focus on risk management and responsible underwriting practices. We prioritize innovation and technology to better serve our customers and stay competitive in the industry.

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Welcome To Goldstein Financial

Your Trusted Partner in Financial & Insurance Solutions

Your financial well-being is one of the most important aspects of your life, and having the right financial strategies and insurance coverage in place ensures stability and peace of mind. At Goldstein Financial, we specialize in providing personalized insurance and financial services that help individuals and families protect their future, grow their wealth, and plan for financial security.

As an independent financial and insurance firm, we are not tied to a single provider, allowing us to explore multiple options and create solutions specifically for you. Whether you’re looking for health insurance, life insurance, financial planning, wealth management, or retirement strategies, our team is here to guide you every step of the way.

Who We Are

At Goldstein Financial, we believe in providing more than just financial services—we build long-term relationships with our clients to ensure they receive the support they need throughout every stage of life. Our goal is to simplify the complexities of insurance and financial planning, ensuring you have clear, informed choices that align with your goals.

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Our Services

Goldstein Financial is a family-owned business that provides comprehensive financial services catering to small business owners, self-employed individuals, and families. Let us help you with your health, life, disability, and income protection.

Insurance Services

Insurance planning provides financial security and peace of mind in case of unexpected events such as accidents, illnesses, or death.

Health
Insurance

Employee retention plays a huge role in the success of a business. We can help you find affordable health insurance.

Retirement
Planning

As your financial partner, we help you build a strategy for long-term security. Whether you’re early in your career or nearing retirement, we’ll guide you through savings plans, investment options, and income strategies to ensure your future is protected.

Tax
Planning

Smart tax planning can lead to meaningful savings. We help individuals and families identify tax-efficient strategies that align with their financial goals—reducing liability while maximizing what you keep each year.

Hear What Our Clients Are Saying

“Huge thank you to Max for making the individual insurance process smooth and seamless. Always available and quick to respond, his professionalism and care are incredible attributes for an industry not necessarily known for customer-centric service. He stands heads and shoulders above the rest. Appreciate his knowledge and understanding of the system and ability to navigate one through it. Thank you!”
Kelly Howard
"I had a fantastic experience working with Max when I was unemployed & needed health insurance. He was incredibly knowledgeable & extremely dedicated to finding me the best coverage options. Most importantly, it was probably one of the easiest things I’ve done - Max made it basically dummy proof for me & did most of the work for me. If you are looking for a stress free, quick & easy process, Max is your guy."
Alexis Klein
"Max was incredibly helpful and patient while walking me through different plan options for my newly diagnosed health condition. He took the time to explain everything in detail, answered all my questions, and even hopped on multiple Zooms and calls to make sure I felt confident in my choices. Very educational and supportive throughout the process. Highly recommend!"
Christopher Popolizio
Max Goldstein my insurance representative was the most professional and available medical rep I have ever had. Answered all my calls and always more than patient in explaining benefit questions. Very grateful!
Sandy Currie
"I moved down to Tampa from Boston and had no insurance and needed to get acceptable coverage without paying an arm and a leg. I had many people refer me to people that I wasn’t happy with their service nor the options they had for me. Literally everything was 900$ a month and north which just isn’t feasible for a single male under 30. Max went above and beyond to help me get great coverage that was very affordable and the whole process was transparent and went exactly as he said..."
Adam Gray
"Max Goldstein was awesome and very knowledgeable with health insurance. He assisted me every step of the way to get me set up with my insurance needs and was able to answer all my questions. He is accessible anytime I have called and has returned my calls promptly.I have referred other people to him and I will continue to refer people to him. Thanks Max"
Walter Gordon
Max made the process of signing up for health insurance painless! He walked me through potential plans and provided the guidance that I needed. Will certainly recommend him to friends and family in the future.
Patrick Jackson
I was in need of Health Insurance for my family and Max was able to provide me with a handful of options. He walked me through everything and was able to answer all my questions. We were able to get fully set up with health coverage in a matter of days. Max was great through the entire process!
Jason Brooke
Max is the consummate professional and an absolute pleasure to work with. I contacted Max to assist with my family's medical insurance needs. Max was extremely knowledgeable, friendly, professional and was attentive every step of the way. I highly recommend Max and Goldstein Financial for all your insurance needs.
Simone Simpson
Max has been a huge help finding great coverage for me since I left my job 3 years ago. He reaches out when he finds a new/better plan that he thinks will suit me. He’s always available when I have questions and makes the whole independent insurance process so easy to navigate!
Halle Ermer
Max and his team are wonderful- he went out of his way to answer all of my questions and really took extra time to work with me. Highly recommend!
Rena Gower
I was referred to Max Goldstein to set up my new health insurance plan. Max was not only very knowledgeable about the product options, he also helped me choose the best one for me and walked me through every step of the process. In addition, he facilitated the set up of my new portal and taught me how to navigate it and use it. I am not only happy with my new health plan choice, but I am truly relieved to know that have an advocate like Max, in my court. Thank you for all your help!
Michelle Cushing

Why Choose Goldstein Financial?

Independent Broker Advantage

We work with multiple providers to find the best coverage and financial solutions.

Personalized Strategies

Every client is different, and we customize our approach to fit your specific needs.

Trusted Relationships

We prioritize long-term partnerships, ensuring we’re with you every step of the way.

Clear & Transparent Guidance

No jargon, no pressure—just honest, professional advice.

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Your First Consultation is FREE

Your financial future starts today. Contact Goldstein Financial to schedule a consultation and take the first step toward securing your future.

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Providing financial protection and peace of mind to customers in the face of potential risks and losses. 

(610) 457–2619

info@goldsteinfinancial.com

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