Goldberg Clouse & Edgell was formed in 2000 but it traces the roots of its founding firms to 1965. A desire to pool their experiences and expand the scope of services they provided their clientle led Rich, Ric and Nate to form Goldberg, Clouse & Edgell. It is the combination of three firms, each with more the 26 years of client service. We have a wide base of experience ranging from individual insurance and financial planning to Corporate benefits and advanced estate tax issues. We advise clients in 40 states and the District of Columbia.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC a registered investment advisor. Global Retirement Partners, LLC, Goldberg, Clouse & Edgell and LPL Financial are separate non-affiliated entities.
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
5008 Pine Creek Drive
Suite B
Westervile, OH 43081, US
Keywords
Corporate Benefits ConsultingInvestment AdviceFinancial PlanningLife InsuranceIndividual Disability InsuranceGroup MedicalGroup DisabilityExecutive Benefits ConsultingWealth Transfer Planningred ink