Merrill Lynch Financial Advisor Lance Goldstein

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Lance Goldstein is a financial advisor based in Philadelphia, Pennsylvania, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Lance specializes in creating personalized financial plans that help clients navigate their financial futures. His practice primarily serves individuals and families seeking comprehensive financial guidance and investment management.

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