Goldstein Financial Group

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

740 Waukegan Rd Ste 310, Deerfield, Illi...

Phone Number

(847) 272-2500

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Goldstein Financial Group

Goldstein Financial Group, LLC specializes in preserving private capital by managing life insurance, investment management, and proactive estate planning. The company's services are designed to enhance portfolio diversification and facilitate successful wealth transfer. They cater to both private and business clients. Recently, they partnered with Capital Strategies Group, Inc., expanding their capabilities in financial management.Explore more
Goldstein Financial Group's Social MediaPopular SearchesGoldstein Financial Group LLCGoldstein Financial CorpGoldstein FinancialGoldstein Financial ConsultantsGoldstein Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Goldstein Financial Group Org Chart

PhoneEmail
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Financial Controller

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Mutual Fund Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Goldstein Financial Group

$5.9M
11-50
Private
<$5M
1988
RR
Rachel RuksakiatiFinancial Controller
$6.9M
11-50
Private
-
-
KO
Kathleen OneillFinancial Service Representative
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1988
AG
Alan GanatraDirector, Private Client Advisor
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2000
BM
Betty McclamrockAdministrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Goldstein Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Goldstein Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Goldstein Financial Group.

Goldstein Financial Group financials insights

Gather financial insights about Goldstein Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$48K

See All Goldstein Financial Group's Financials Insights

Goldstein Financial Group Tech Stack

A closer look at the technologies used by Goldstein Financial Group

Goldstein Financial Group News & Media

  • Capital Strategies Group & Goldstein Financial Group Join Forces With Chicago Expansion

    CHICAGO, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Capital Strategies Group, Inc. is pleased to announce that it has joined forces with Goldstein Financial Group, LLC ("GFG"), an independent life insurance brokerage and consulting firm based in Chicago, Illinois. Capital Strategies is an M Financial affiliated insurance firm serving high-net-worth families and businesses throughout the Southeast and Midwest. Allan Goldstein, the Founder and Chief Executive Officer of GFG, is a seasoned life insurance in
Read more news

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Frequently Asked Questions Regarding Goldstein Financial Group

What is Goldstein Financial Group's official website?
Goldstein Financial Group's official website is www.goldsteinfinancial.com
What is Goldstein Financial Group's Revenue?
Goldstein Financial Group's revenue is $5.9 Million
What is Goldstein Financial Group's SIC code?
Goldstein Financial Group's SIC: 62,628
What is Goldstein Financial Group's NAICS code?
Goldstein Financial Group's NAICS: 52,523
How many employees does Goldstein Financial Group have?
Goldstein Financial Group has 11-50 employees
What industry does Goldstein Financial Group belong to?
Goldstein Financial Group is in the industry of: Finance, Securities Trading
What is Goldstein Financial Group competition?
Goldstein Financial Group top competitors include: Advanced Benefit Systems, Copper Canyon Wealth Management, Dalal Capital Advisors, Commonwealth Financial Group
What technology does Goldstein Financial Group use?
Some of the popular technologies that Goldstein Financial Group uses are: Microsoft 365, DigitalOcean, Microsoft Exchange Online
How do I contact Goldstein Financial Group?
Goldstein Financial Group contact info: Phone number: (847) 272-2500 Website: www.goldsteinfinancial.com
What does Goldstein Financial Group do?

Goldstein Financial Group, LLC specializes in preserving private capital by managing life insurance, investment management, and proactive estate planning. The company's services are designed to enhance portfolio diversification and facilitate successful wealth transfer. They cater to both private and business clients. Recently, they partnered with... Capital Strategies Group, Inc., expanding their capabilities in financial management.Read More

What are Goldstein Financial Group social media links?
Goldstein Financial Group Linkedin page Goldstein Financial Group Twitter page
Is Goldstein Financial Group a public company?
Goldstein Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Goldstein Financial Group

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