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.

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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

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/24/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Check out LPL Financial Research's Weekly Commentary on the market: "Kevin Warsh Could Shake Up the Fed". https://static...
06/23/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Kevin Warsh Could Shake Up the Fed".https://static.fmgsuite.com/media/documents/49229007-e7b7-4d2c-8070-74daa55021ec.pdf

Check out this informative video on bull and bear markets to better understand how the stock market works!
06/22/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/19/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

When was the last time you looked at the content of your portfolio? Steps to consider here.
06/17/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026". https://static....
06/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026".https://static.fmgsuite.com/media/documents/f502ac7f-f8e2-4153-9b28-2ca3b10f5140.pdf

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/15/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Is there a role for both active and passive investments in your portfolio?
06/12/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/10/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

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395 N Service Road Ste. 206
Melville, NY
11747

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