Mission Statement: To financially empower our clients so that they can achieve their most important goals and to confidently plan for the future that they envision September 27, 2019

The latest in Financial Planning? Walk with me in NYC (It'll be fun)

I took the opportunity to go into NYC for a two day workshop to learn the latest features in the financial planning software I use, MoneyGuidePro. The level of functionality and instant feedback this cloud based software offers is simply groundbreaking. You have questions, I have answers. This has become a staple of mine over the years and now I begin every client conversation using this. Conversations are about whether or not you are moving closer or further from your financial goals. Sure, investing is still key to this. But your behavior and attitude about doing what you need to do regarding preparing for your financial future is too. Take a walk with me around lower Manhattan. I'll show you a few urban sites and we'll talk shop. And don't forget to smash that SUBSCRIBE BUTTON on my YouTube channel so you don't miss any of my new videos! Have a great weekend! Mitch

Our latest in the news

View The Latest

Want to schedule a phone appointment with me to speak about your financial goals? click the "Let's talk" pic. Or email me directly: MGoldberg@ClientFirstStrategy.com

I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.

About Us

In The News

We're on YouTube!

Mitchell O. Goldberg AIF®, AAMS President | Investment Professional OSJ Manager

ClientFirst Strategy, Inc. 290 Broadhollow Road, Suite 200 E, Melville, NY 11747   (D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338

Visit our website

Email Me

‌ ‌ ‌

All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market.