Jonathan S Gold

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Jonathan S Gold is a financial consultant based in Jericho, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Jonathan employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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