About Steven H. Goodman CPA, MBA
For more than 20 years, Steven Goodman has provided insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals.
His firm, SHG Financial Group, currently serves over 200 clients. Steven Goodman was a prior practicing CPA who was also a Vice President of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. He holds an MBA from Fordham University.
Steven Goodman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, NJ and NY. No insurance business may be conducted outside this/these states referenced. SHG Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Neither SHG Financial Group, its employees nor New York Life Insurance Company provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
