Goldfarb Financial
Overview
Goldfarb Financial is a financial planning firm that provides impact and socially responsible investing services and wealth management. They offer personalized financial planning, estate planning, business planning, and retirement planning services. Their investment approach focuses on aligning clients' portfolios with their values, emphasizing environmental, social, and governance (ESG) criteria. They also provide comprehensive financial planning services tailored to individual needs, including estate and business planning. Their retirement planning services aim to help clients achieve financial independence and a fulfilling lifestyle. Goldfarb Financial operates in Buffalo, New York, and New Orleans, Louisiana, and is a certified B Corporation, demonstrating their commitment to social and environmental performance. Their team includes experienced financial advisors dedicated to helping clients navigate complex financial decisions and achieve their financial goals.
Investment Focus
- Focus on ESG and impact investing
- Interest in personalized financial planning services
Portfolio Companies
Reach Goldfarb Financial directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Goldfarb Financial
What sectors does Goldfarb Financial invest in?
Goldfarb Financial invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in El Paso, United States. Goldfarb Financial is listed as a private investment firm in the ConnectSafely investor database.
What stage does Goldfarb Financial invest at?
Goldfarb Financial backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 100K - 5M.
Which regions does Goldfarb Financial invest in?
Goldfarb Financial invests across United States.
What companies has Goldfarb Financial invested in?
Goldfarb Financial's portfolio includes Tesla, Beyond Meat, Warby Parker, Patagonia and Allbirds.
How do I contact Goldfarb Financial?
Goldfarb Financial's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
