Broker Check

Our Team

Mitchell Goldberg, AIF®, AAMS

President and CEO

631-920-6622

[email protected]

When it comes to working with my clients, my style is to take a consultative approach. Advising clients, in my opinion, is an ongoing process as opposed to a one-shot recommendation. If you were to ask me what’s in a name, I...

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Natalie Cantwell

Office Manager and Business Development

631-920-6622

631-920-6624

[email protected]

Hello, I’m Natalie Cantwell. I work directly with Mitch at ClientFirst Strategy, Inc., managing business development and the office. Previously I worked in the advertising industry; commuting into New York City for over twenty...
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NEXT Financial

NEXT has over 100 employees who are dedicated to serving our needs and our clients’ needs. From trading, compliance, technology, qualified plans, all the way to insurance; we have professionals who handle these matters for us....
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