About Us
Jeremy B. Goldstein
Owner, Founder
Jeremy Goldstein has been working in the financial services industry since 1992. He’s a seasoned veteran of this profession with extensive experience, knowledge, and accomplishments and he prides himself on that. Jeremy has held almost every position you can in the industry and implemented almost every concept. He holds a number of professional designations including: CLU (Chartered Life Underwriter), CHFC (Chartered Financial Consultant), and licenses including: Series 6, 7, 24, 26, 53, and 54 licenses, and Life & Health Insurance licenses.
He started his career right out of college, spending 17 years working for the same company, left to start his own firm in 2009, and renamed to Goldstein Financial Group in 2014. Goldstein Financial Group has a focus on being upfront with clients, helping them see the big picture and understand everything in regard to their finances. Jeremy is dedicated, compassionate, introspective, and honest.
In his spare time, Jeremy enjoys cooking, sporting clays, or spending time outdoors. He also used to play baritone sax in a jazz orchestra, and has plans to again someday. His wife, Janice, has herself been in this industry for 20 years and partially runs Goldstein Financial Group alongside him. They have two children, a son Jack who is currently a Junior at Indiana University, and their daughter Ruby will be headed to college soon and is planning to attend the University of Kentucky.
Lastly, Jeremy has some words of wisdom to leave any clients or potential clients; “This plan can be fairly easy if you don’t always try to shoot a mouse with a howitzer.”
Janice M. Goldstein
Managing Partner
Janice Goldstein is a Licensed Financial Representative and Managing Partner with Goldstein Financial Group. Her responsibilities with the firm include managing marketing to potential clients and for seminar events, processing requirements for both annuity and life insurance new business submitted within the agency, and really just providing excellent service to our clients handling all aspects of their accounts. Helping clients and making sure they’re satisfied with the work we do here is what she prides herself on.
Janice has been in this industry for 20+ years. She worked with Phoenix Life Insurance Company for 10 years as a Regional Vice President, increasing company sales and designated territory sales through new or existing relationships by providing information, education, training, and advice on company products and services.
Janice is diligent in helping customers achieve their long-term financial objectives. She believes in honesty, integrity, and is committed to making things simpler and easier for clients. She is highly organized, a “people person,” dependable, and a good friend. In her spare time she enjoys gardening and golfing. She grew up in Clawson, Michigan, but currently lives in Bloomfield, Michigan with Jeremy. They’ve been married 24 years and have two children, Jack and Ruby.
They also have several pets; a Havanese dog named Enzo, two cats, and a dwarf bunny.