Jeff Goldman Financial located in Mesquite, NV 89169, provides financial advice and planning services for Las Vegas Area residents, including Henderson, Green Valley, Summerlin, Centennial, Lake Las Vegas, Sun City, Pahrump, Mesquite, Boulder City, and the metropolitan Las Vegas Area. As an Independent Financial Professional, we offer advisory services on financial plan preparation, mutual funds, estate planning, tax planning, risk management, portfolio evaluation and management, educational funding, retirement, asset allocation, employee benefits, life, health and long term care insurance, fixed annuities, equity indexed annuities (EIAs), variable annuities, mortgage consultant, investments, IRA, 401K, 403b and pension rollovers, 401K in-service distributions, Real Estate Investment Trusts (REIT), 1031 exchanges, Tenants in Common (TICs), limited partnerships, and charitable donations.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD, agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent, or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Investment products and services available only to residents of: California (CA), and Nevada (NV).