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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

 

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.

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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

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SRI & ESG INVESTING

Experienced Guidance

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

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.

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.

CONTACT

295 Main St Suite 914 Buffalo, NY 14203

900 Camp St Suite 4C5 New Orleans, LA 70130

(716) 842-0145

 

(716) 842-0145

295 Main St Suite 914 Buffalo, NY 14203

900 Camp St Suite 4C5 New Orleans, LA 70130

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James Financial Services is not affiliated with New Orleans Chamber of Commerce.

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https://brokercheck.finra.org/

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Privacy Policy</a/<a

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Goldfarb Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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Certification awarded by an independent nonprofit organization B Lab. This certification recognizes businesses that meet rigorous standards of social performance, accountability and transparency. The 2019 Best for the World lists are determined based on the verified B impact Assessments of Certified B Corporations. The B Impact Assessment (BIA) is a free Online tool designed to comprehensively measure the positive impact that businesses generate for their communities, customers, workers, and environment; administered by the independent nonprofit B Lab. Criteria can be found at https://bcorporation.net/2019-best-for-the-world. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the firms’ or the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. B Impact and Best for the World is not affiliated with Raymond James.

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We receive, collect and store any information you enter on our website or provide us in any other way. In addition, we collect the Internet protocol (IP) address used to connect your computer to the Internet; login; e-mail address; password; computer and connection information and purchase history. We may use software tools to measure and collect session information, including page response times, length of visits to certain pages, page interaction information, and methods used to browse away from the page. We also collect personally identifiable information (including name, email, password, communications); payment details (including credit card information), comments, feedback, reviews, recommendations, and personal profile. When you conduct a transaction on our website, as part of the process, we collect personal information you give us such as your name, address and email address. Your personal information will be used for the specific reasons stated above only. We collect such Non-personal and Personal Information for the following purposes: To provide and operate the Services; To provide our Users with ongoing customer assistance and technical support; To be able to contact our Visitors and Users with general or personalized service-related notices and promotional messages; To create aggregated statistical data and other aggregated and/or inferred Non-personal Information, which we or our business partners may use to provide and improve our respective services; To comply with any applicable laws and regulations. All direct payment gateways offered by Wix.com and used by our company adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of brands like Visa, MasterCard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of credit card information by our store and its service providers. If you don’t want us to process your data anymore, please contact us at adam.goldfarb@raymondjames.com or send us mail to: 295 Main St Ste 914 Buffalo, NY 14203. We reserve the right to modify this privacy policy at any time, so please review it frequently. Changes and clarifications will take effect immediately upon their posting on the website. If we make material changes to this policy, we will notify you here that it has been updated, so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we use and/or disclose it. If you would like to: access, correct, amend or delete any personal information we have about you, you are invited to contact us at adam.goldfarb@raymondjames.com or send us mail to: 295 Main St Ste 914 Buffalo, NY 14203.

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