Doug Goldstein, CFP® and director of Profile Investment Services Ltd.,is a cross-border financial advisor who specializes in helping folks who no longer live in America maintain their U.S investments and brokerage accounts.
Despite some firms rejecting clients who live overseas, it is possible to own a U.S brokerage account when you have a non-U.S. address. Listen to the podcast to learn more, and then download the one page resource The Easy Way to Open a U.S. Brokerage Account When You Move to Israel, today’s show notes on The Goldstein on Gelt website.
Introducing a financial investment course
Doug and The Goldstein on Gelt Show team are putting together an online financial course. If you have a tough financial question, send it to the team and it will potentially be answered in the upcoming course.