Gould Financial Group

The key to success in wealth management is comprehensive, holistic planning

General Information
Company Name
Gould Financial Group
Founded Year
1991
Location (Offices)
Deerfield, United States +1
Founders / Decision Makers
Number of Employees
22
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Gould Financial Group - Company Profile

Gould Financial Group is a financial services startup that specializes in wealth management. The company's slogan, "The key to success in wealth management is comprehensive, holistic planning," reflects their dedication to providing personalized financial planning for their clients. Founded in 1991, Gould Financial Group has over 30 years of experience in simplifying the wealth of successful individuals, with a focus on long-term impact. Gould Financial Group emphasizes the importance of a coordinated team approach to ensure their clients' financial well-being is always at the forefront. Their strategic process involves identifying and mapping out clients' specific needs to offer a tailored blend of specialized services, maximizing their current financial path. As part of the Northwestern Mutual Private Client Group, Gould Financial Group prides itself on empowering and guiding clients on their wealth journey, both in the present and for future generations. In summary, Gould Financial Group is a seasoned player in the wealth management sector, offering comprehensive financial planning and specialized services. With a strong focus on personalized client experiences, the company is dedicated to continuing its impactful journey in simplifying wealth for years to come.

Taxonomy: Wealth Management, Financial Planning, Risk Management Solutions, Investment Strategy, Estate Planning, Retirement Planning, Employee Benefits Planning, Business Succession Planning, Charitable Giving, Private Client Group

Funding Rounds & Investors of Gould Financial Group (0)

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There is no investment information

Latest News of Gould Financial Group

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