Jerry Goldblum Financial Professional

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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

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/16/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

There are many factors to consider before tapping retirement money to pay for college.
10/14/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowi...
10/12/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowing".https://static.fmgsuite.com/media/documents/2d8a7dfe-7fec-4523-bf2c-025094a083be.pdf

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
10/12/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/09/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

What should you look for in a personal finance app?
10/07/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f....
10/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f.pdf

It’s possible to avoid these classic retirement traps, with a little preparation.
10/05/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
10/02/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Three important questions to consider before you start taking.
09/30/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Address

395 N Service Road Ste. 206
Melville, NY
11747

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