Allied Wealth Partners
Ward Goldberg is an experienced financial services professional with a career spanning over three decades. Currently serving as a Financial Advisor at Allied Wealth Partners since 2016, Ward has been instrumental in providing comprehensive financial services in the New York/New Jersey Metropolitan area. Previous positions include Vice President and Branch Manager at Banco Popular North America, Assistant Vice President and Banking Center Manager at Bank of America, and Financial Center Manager at Washington Mutual, where Ward excelled in business development and client relations. Additional leadership experience stems from founding and operating ARBITRATION & MEDIATION SERVICES GROUP, INC., and serving as Sales Manager at Citibank. Ward began the career in finance as an Assistant Vice President at Dean Witter, focusing on a broad range of investment products. Ward holds a BA in Journalism from SUNY Buffalo.
Allied Wealth Partners
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.