Our Qualifications

Jay Goodman, LUTCF- General Agent

Jay Goodman is the Branch Office Supervisor for Equity Services Inc. and has completed FINRA requirements for Series 6, 7, 8, and 26. He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York and Florida.

Our Team

We are a team of professionals dedicated to developing solutions that meet your individual, professional and business needs. We listen to your concerns, ask pertinent questions, understand your needs and work with you -and your advisors- to determine and implement plans that meet your unique objectives.

We will take the time to learn from you; to understand the uniqueness of your situation; to develop a list of priorities with you; and to help you evaluate your options. Only then, when we are sure that our recommendations are appropriate for your circumstances, will we present strategies for your consideration.

Many of the professionals at CPS Financial Services hold designations that signify excellence in financial services, such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).  We have developed a reputation for thoroughness and take pride in providing a high level of service and complete dedication to the needs of our clients. We pledge to give you that same high level of personal attention and welcome the opportunity to do so.