Registrations and Licenses:
Series 6, 7 & 66 Registrations
Life, Health and Accident Insurances
Ward Goldberg joined Allied Wealth Partners in January 2016 with twenty years of experience in the financial services field. Ward has previously worked for Bank of America, Washington Mutual, and Citibank as a Branch Manager and Sales Manager, respectively. He brings his past knowledge to help his clients make the right decision for their individual financial needs.
His hands-on experience with clients inspired him to pursue his career as a financial advisor. As a sales and branch manager, he enjoyed the one-on-one experience of working with clients. By joining Allied Wealth Partners as a financial advisor, he can take that experience with clients even further and garnish those relationships even more.
Ward is committed to providing his clients with a wide variety of financial products and services to help meet their needs. He uses a comprehensive financial planning process to help individuals and their families be better prepared for the road ahead. Through conversations with current and prospective clients, Ward is able to learn about their financial goals and objectives, which allows them to collectively explore appropriate financial strategies that may help them in their unique situation.
Ward knows that an individual’s path to financial freedom is an ever-changing road; that is why he is with them every step of the way during life’s most significant milestones. As financial situations change in a client’s life, Ward believes in adapting their financial strategy to better fit their current lifestyle.
He lives with his wife, Betty Ann, in Huntington, NY.
Allied Wealth Partners
50 Charles Lindberg Blvd, Suite 420
Uniondale, NY 11553