About Us
Jeremy B. Goldstein
Owner, Founder
A seasoned veteran of the financial services industry, Jeremy brings extensive experience, deep knowledge, and a long record of accomplishment to his work—qualities in which he takes great pride. Over the course of his career, he has held nearly every position within the industry and has successfully implemented a wide range of strategic concepts and solutions.
Jeremy holds several distinguished professional designations, including the CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant). He also maintains numerous securities licenses, including the Series 6, 7, 24, 26, 53, and 54, as well as Life & Health Insurance licenses.
Jeremy began his career immediately after college, spending 17 years with the same group before launching his own firm in 2009. In 2014, he rebranded the firm as Goldstein Financial Group, built on a commitment to transparency and helping clients see the bigger picture of their financial lives.
Known for his dedication, compassion, honesty, and thoughtful approach, Jeremy is passionate about guiding clients with clarity and integrity.
In his spare time, Jeremy enjoys cooking, sporting clays, and spending time outdoors. He previously played baritone saxophone in a jazz orchestra and hopes to return to it someday.
His wife, Janice, has been in the industry for 25 years and helps lead Goldstein Financial Group. They have two children: their son, Jack, is currently pursuing his master’s degree at the University of Michigan, and their daughter, Ruby, is attending the University of Kentucky.
Lastly, Jeremy has some words of wisdom to leave any clients or potential clients; “Planning 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 at Goldstein Financial Group, where she oversees marketing initiatives for prospective clients and seminar events, processes annuity and life insurance new business, and delivers comprehensive account support. She is deeply committed to providing exceptional service and ensuring every client feels confident and cared for.
With more than 25 years of experience in the financial services industry, Janice brings extensive leadership and strategic expertise to her role. She previously spent 10 years with Phoenix Life Insurance Company as a Regional Vice President, where she drove company and territory sales growth by cultivating new and existing relationships and providing education, training, and guidance on company products and services.
Janice is known for her organization, reliability, and warm personality, she values building lasting relationships and being a trusted resource.
Janice & Jeremy reside in Bloomfield Hills, Michigan. They have been married for 26 years. In her free time, Janice enjoys gardening and golf.