Financial & Tax Strategies, LLC.

Financial & Tax Strategies, LLC. One of our top priorities is to protect clients assets. The goal is to help people become millionaires! You tell us how many millions YOU want! Louis communities.

Gary Goldberg, the Founder/President of Financial & Tax Strategies, LLC., is a veteran of the U.S. Air Force, and a retired multi-year St. Clare Parish Council President & Building Committee Co-Chairman. He currently serves as a Director in the Fairwood Lake Homeowners Association and volunteers for many St. Louis area charities. Gary is a Managing Director with Redwood Tax Specialists. After join

ing the financial services industry in 1988, Gary founded his firm in 1991. His clients are spread across several states, including Missouri, Illinois, Florida, Tennessee, Texas, Arizona and Colorado. His financial advice has been shared in a variety of media outlets, such as CBS Marketwatch, radio programs on KMOX-AM & KTRS-AM and newspapers including the Belleville News-Democrat and the St. Louis Post-Dispatch. Gary has passed the Series 6, 7, 24, 26, 63 and 65 securities exams. He is an Investment Advisor Representative, a Registered Principal and a Registered Financial Consultant (RFC®). He is a graduate of Southwestern Illinois College, where he is degreed in Business Administration. Gary is married & the father of three adopted kids, and has one granddaughter. In his free time, he enjoys spending time with his family and serving his church. Gary is a 30+ year experienced Money Advisor for Successful Individuals, Families & Business Owners in the Metro East and St. The Goldberg Team includes, securities and insurance professionals, a CPA, an Estate Planning Attorney, and an MBA/CFP. Teaming up with Redwood Tax Specialists completes our holistic financial planning style! The Goldberg Team Goal is to help people 'Retire Younger, Richer & With Less Anxiety' using wisdom, unique & personalized strategies for protection and growth, and by building lasting, meaningful relationships based on candor, trust, integrity and superior client service! Securities and advisory services are offered through Centaurus
Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org,
a broker/dealer and registered investment advisor. The
representative associated with this site may only discuss/transact
business in the following states: IL, MO, TN, CO, FL, AZ & TX. Financial & Tax Strategies, LLC. and Centaurus Financial, Inc. are not affiliated.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.
09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't ...
08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action ...
08/13/2026

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

🌟 August is the month to ponder our legacy! 🌟 Reflect on your past and your future goals to consider what you will be le...
08/06/2026

🌟 August is the month to ponder our legacy! 🌟 Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

07/30/2026

Address

4 Eagle Center, Suite 3
O'Fallon, IL
62269

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18009661690

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