New York Location
• Main •
120 White Plains Road, Suite 112
Tarrytown, NY 10591
Phone: (914) 468-8900
Fax: (914) 468-8901
Email: info@lexcowealth.com
Branch Offices
GREENWICH, CT
2 Sound View Drive, 1st Floor
Greenwich, CT 06830
Phone: (203) 622-4910
Fax: (203) 622-0321
FT. MILL, SC
23254 Kingfisher Drive
Ft. Mill, SC 29715
Phone: (803) 396-8678
BROOKLYN, NY
1579 50th Street
Brooklyn, NY 11219
Phone: (718) 871-3600
TARRYTOWN, NY
220 White Plains Road
Tarrytown, NY 10591
Phone: (914) 332-4350
POUGHKEEPSIE, NY
1 Commerce Street
Poughkeepsie, NY 12603
Phone: (888) 834-8255
FARMINGTON, CT
231 Farmington Avenue
Farmington, CT 06032
Phone: (860) 679-5255
WESTON, MA
97 Bogle Street
Weston, MA 024932
Phone: (781) 431-8800
MIDDLETOWN, NY
633 Rt. 211 East
Middletown, NY 10941
Phone: 845-695-1000, x202
Fax: 845-695-2079
NAPLES, FL
649 Fifth Avenue South
Naples, FL 34102
Phone: 239-264-2824
David Goldstein, CFP®
David is a CERTIFIED FINANCIAL PLANNER™ and Senior Advisor at LEXCO Wealth Management. Mr. Goldstein has worked in the financial services industry for over ten years. He started his career as an advisor at Cadaret Grant in 1993 and has been working with Christopher Jordan since 1999.
Mr. Goldstein operates his business, David Goldstein & Associates, from his branch office in Brooklyn, New York, where the majority of his clients reside. Although he offers a variety of financial services to his clients, he considers his area of expertise to be that of business retirement plans.
In addition to the CFP® designation, David holds FINRA series 6, 63 as well as multiple Life/Health/Variable Annuity insurance licenses.
David currently resides in Brooklyn with his wife and children, and enjoys spending time in upstate New York.
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