Jeffrey Goldstein
Financial Services Representative
California Insurance License #: 0F26591
Jeff brings 25 years of experience to the table as he provides a broad portfolio of individual life, disability and long-term care insurance protection as well as asset accumulation strategies and financial products and services for high net worth families, businesses and institutions. Along with the MOT team of professionals he provides clients with guidance and comprehensive financial strategies to help them reach their financial goals.
Originally from Montreal, Canada, Jeff specializes in comprehensive strategies for non-USA-born citizens in addition to necessary financial and estate planning, fundamental risk management and asset accumulations.
Jeff lives in Johns Creek, GA. He is a member of the Atlanta Amateur Hockey League and he especially enjoys time spent with his wife and two children.
Jeff is licensed to sell insurance in: GA, FL, CA (CA insurance license #0F26591), MI, NC, & NY. He is licensed to sell securities in: GA & CA (CA securities license #0F26591). He is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org).