Goldstein & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Honored to be recognized in Barron's and Forbes

We’re proud that Jon Goldstein has been named to two industry publications' top advisor lists for:

  • Barron's Top 1,200 Financial Advisors, 2014-2019
  • Forbes Best-in-State Wealth Advisors, 2018-2019

The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because Jon truly enjoys helping his clients achieve their goals. Thank you to our clients for your trust and the continued opportunity to work with you.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)