Goldstein Franklin, Inc. Investment Management
Goldstein Franklin, Inc. is a privately-held Business Advisory and Bookkeeping company that has been in business since April 2012, and is principally owned by Frank Igwealor. Alongside bookkeeping and accounting services, Goldstein Franklin also provides non‐investment related financial literacy training and educational seminars and workshops to clients. Goldstein Franklin is registered as an investment adviser in California since 2018.
Information of Goldstein Franklin
Goldstein Franklin’s Brochure may be requested by contacting Frank Igwealor, President
and CEO, at (310) 895-1839 or email@example.com.
Goldstein Franklin provides business and investment advisory and portfolio management services for private clients and companies .
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Get in touch with us at firstname.lastname@example.org or call us at (310) 895-1839.
Goldstein Franklin will meet with clients periodically to review their financial situation, answer questions, and determine if any adjustments need to be made relative to their financial objectives, risk tolerance, and time horizon.
Goldstein Franklin is a registered investment advisor in the State of California since 2018. Goldstein Franklin provides business and investment advisory and portfolio management services for private clients and companies (all collectively called “clients” going forward in this document) through a Full Trading Authorization and/or a Limited Power of Attorney.
Goldstein Franklin offers an impressive array of consulting and advisory services from litigation support to evaluating potential business opportunities and assisting with complex business transactions. Our experts routinely manage critical business situations and work closely with attorneys, bankers and other professionals to solve complex problems, reduce risk and take advantage of opportunities in the marketplace.
Transaction Advisory Services:
With over 10 years of experience in the mergers and acquisitions arena, our team of professionals is both knowledgeable and proactive. From due diligence and tax structuring to post-transaction integration, Goldstein Franklin has the technical expertise to sort through and organize the accounting details you need to know. As advisors, we take the time to help you understand and evaluate your options.