GOLDFARB FINANCIAL

Capitalism Doing Good®

Goldfarb Financial provides Financial and Retirement Planning, Impact and Socially Responsible Investing Services & Wealth Management in Buffalo, NY and New Orleans, LA

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ABOUT

While many larger wealth management firms and online broker programs find success through detached numbers, our boutique team of financial advisors prefers working with the individuals and pursuing meaningful growth. We are not like some mid-sized companies who accept everyone and help most. We believe in a more focused pursuit of success that is personalized to every client and works towards an impactful, and sustainable future.

At Goldfarb Financial, we believe that capitalism and global consciousness are not mutually exclusive, and should work together to better the world. We want to put capitalism to good use and became a certified B Corp to prove that we practice the message we preach.

SERVICES

We do not believe that business and social consciousness should be mutually exclusive. It should be the objective of entrepreneurs to create a better world and help their local communities. We aim to achieve this goal through our three Principles:

Education, Sustainability, Global Citizenship

SRI & ESG INVESTING

Experienced Guidance

We strive to offer our clients investment options and portfolios that match their values.

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FINANCIAL PLANNING

Your Path to Success

Our advice and planning is based on our personal relationship with you and not our relationship to specific products or companies. Each plan will be personalized to your specific needs as we actively your strategy for success.

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ESTATE PLANNING

Cementing Your Legacy

A defined and established estate plan can greatly reduce the chance of contention. Though facing this reality may make you uneasy, it is still an important plan to have in place; not only for the benefit of your legacy, but also for your loved ones.

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BUSINESS PLANNING

Making it Work

All businesses go through cycles. Our team will help flesh out the details of your business and succession plan to build confidence in the present and future of your business. We will be there to offer you the resources you need to navigate through the process.

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RETIREMENT PLANNING

A Comprehensive Approach

We’re not just here to make sure you’re confident in your retirement plan; we’re here to help you turn your success into significance. Start planning for your retirement and beyond.

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