Our Team

Mitchell Goldberg

President and CEO

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 would answer "everything". That is exactly why I named my firm ClientFirst Strategy, Inc.

Whatever you say, whatever your reactions are to my questions, I will take you very seriously. It is your input that will form the basis of my advice to you, which in turn, will allow me to develop a sound strategy that puts your best interests first.

Having been in the investment business since 1990, I have always been a strong believer in continuing education. I have earned many licenses; General Securities Representative Exam, Uniform State Law Exam,  Uniform Investment Advisor Law Exam, General Securities Sales Principle Exam, Accident, Life, and Health Insurance Licensee, AAMS (Accredited Asset Management Specialist).

Also, I am a member of the Long Island Business Development Corporation and the Long Island Elite networking group. I have been co-chairman of the March of Dimes Real estate Awards Committee as well. I have appeared in CNBC, NBCnews.com, TIME, MSNBC, Newsday, The Associated Press, The New York Real Estate Journal, Long Island Business News, Smart Money (Personal Finance Section of The Wall Street Journal), Building Long Island Magazine, Financial Planning Magazine, FOX Strategy Desk, www.Fidelity.com, and www.ProducerseSource.com.

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NEXT Financial Group, Inc.

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. NEXT is a registered Broker/Dealer firm whose sole mission is to be the back office for the investment professionals who choose to use it as their independent firm. Paperwork, opening accounts, sending checks; it is comforting to our clients to have a firm whose size and scope that stands behind us. While we may choose other Broker/Dealers to work with, NEXT is dedicated to providing investment firms with the resources to be the independent and unbiased professionals that our clients expect. To learn more, visit www.NEXTfinancial.com.