Goldman, Harris, Pratt & Assoc. Wealth Management LLC is a financial investment advisory firm which assists ESCU members with investment advisory strategies and money management. They also offer assistance with IRA and Retirement Planning, Comprehensive Financial Planning, Legacy Life Insurance, and Legacy Planning issues, among a wide variety of other financial needs.

Services Provided:

  • Investment Advisory Services
  • Comprehensive Financial Planning
  • Pension Plan and Life Insurance Analysis
  • Legacy Planning
  • Retirement Income planning
  • IRA, 401(k) and 403(b) plan Rollovers
  • Fixed Income Strategies
  • Health Insurance

To Learn More, Visit Their Website:

Securities and Investment Advisory services offered through NEXT Financial Group, Inc.
Goldman, Harris, Pratt & Assoc. LLC is not an affiliate of NEXT Financial Group, Inc.
Investments not insured by ESCU or the National Credit Union Administration.