Philip Goldfarb is a registered investment advisor at Mg Planning Services, INC., based in Woodbury, NY, with 4 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
185 Crossways Park Drive, Woodbury, NY, 11797
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is a partner at Weisberg, Mole', Krantz & Goldfarb, LLP, an accounting firm, since 1993. He works there nearly full-time as a Certified Public Accountant.
Employment History
Current Registrations
Mg Planning Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.