Eric has had diverse business experience working with financial services
companies. He has developed, marketed and implemented business as a
financial planner, insurance professional, investment banker, financial advisor
and international commercial banker.
He received his MBA from Columbia University and has an MS from the
London School of Economics.
He is currently a Financial Planner with DiPaola Financial Group in Melville and
NY, NY. He has been a member of the Executive & President’s Councils and
has achieved the Million Dollar Round Table (MDRT) when with New York Life,
MetLife and Ameritas.
He spent 15 years as a senior Investment Banker with Merrill Lynch reaching
the level of Director focusing on capital raising and mergers & acquisitions in
the Financial Institutions industry, and has spent over 20 years in the Insurance
and financial planning industry working primarily on Retirement & Estate
Planning for wealthy individuals and owners of small businesses.
Eric uses his over 35 years of financial and educational experience to help
people create, accumulate and preserve wealth and pass it on to their heirs.
His main focus is helping his clients develop a sound financial strategy.
He lives with his wife Elena in Lloyd Harbor, NY
Eric J. Goldberg, MBA, MS
DiPaola Financial Group, suite 405
425 Broadhollow Rd.
Melville, NY 11747
Phone : (631) 375-2157
Email : ejg0827@yahoo.com
Email : egoldberg@aicinvest.com
Our management staff has over 70 years of experience in the insurance industry and represents many of the most influential insurance and investment companies in the country.
DISCLAIMER: *Representatives offer products and services using the following business names: DiPaola Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA | SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with DiPaola Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.