Jerry Goldblum Financial Professional

Jerry Goldblum Financial Professional I specialize in Financial Services, Life Insurance and Retirement. CA Insurance License # 4306324 Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group
communications sent to and received from this page are subject to capture, review
and archive by Equitable Advisors, LLC and to possible production upon regulator request
for review. Links to third-party media articles and/or websites are for general information
purposes only and do not constitute an offer or

solicitation of any kind. They are not intended,
and should not be relied upon, as insurance, investment or financial advice. No
representation as to the accuracy or completeness of any statements, statistics, data,
opinions, forecasts, or predictions provided in any third-party article and/or website content
is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY
(212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer
investment advisory products and services through Equitable Advisors, LLC, an SECregistered investment advisor. Duly licensed agents offer annuities and insurance, including
those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and
Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock
company with main administrative office in Jersey City, NJ) respectively, through Equitable
Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable
Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in
PR). All companies are affiliated and do not
provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please
see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT
PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". htt...
09/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". https://static.fmgsuite.com/media/documents/0a8e095d-26db-4c5c-8028-5f14e2b97921.pdf

Tax time can be a good time to give your household budget a checkup.
09/07/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
09/04/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset alloc...
09/02/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgs...
09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/31/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/26/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

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395 N Service Road Ste. 206
Melville, NY
11747

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