My Services

Headshot of Harry Goldsmith, Senior Vice President/Investments in the Hauppauge, New York branch of Stifel

I coordinate complex financial issues for professionals and family-owned businesses.

I am able to assist you with:

 

  • Comprehensive wealth management strategies coordinated with your attorney, accountant, and other professionals 

  • Individual Stocks and Bonds

  • Corporate Pension and Individual Retirement Accounts

  • Fee-Based Asset Allocation Programs

  • Asset Protection Through Long-Term Care Insurance

  • Life Insurance and Annuities

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Asset allocation does not ensure a profit or protect against loss.  For more information on brokerage and/or investment advisory services, please see Stifel's Customer Relationship Summary (Form CRS).