Financial & Tax Strategies LLC

Just a few words here, Gary Goldberg is Honest, trustworthy, with the highest integrity and I would trust him with all my financial needs and he is a great guy..
Jan 17th, 2022

For over 6 years Gary Goldberg has handled a sizeable account for our retirement and it has performed just as we hoped. He is up to date and accurate on all the nuances of tax law and money management. We would highly recommend him to those with similar needs!
Dec 14th, 2021

Gary cares deeply about being the best steward of your resources that you entrust to him. Talk to him, he will take the time to understand your needs, your current plans, your future goals, your time horizons, and he will custom fit a program that will exceed your expectations. I have known him for 20 years and he is a great planner and an even better human being.
Dec 13th, 2021

Gary is the consummate professional who takes time and gets to know his clients. The personalized care and service is a hallmark of Gary’s. From investments to retirement and estate planning, Gary handles it all and I’m sure there are more services I haven’t experienced or utilized. I can’t speak highly enough about the professionalism, care, and personalized service that are offered. If you aren’t here doing business you aren’t getting the most out of your money.
Dec 12th, 2021

He cares about his clients. I felt comfortable working with him he puts his clients first.
Dec 10th, 2021