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Goldberg Clouse & Edgell was formed in 2000 but it traces the roots of its founding firms to 1965. A desire to pool their experiences and expand the scope of services they provided their clientle led Rich, Ric and Nate to form Goldberg, Clouse & Edgell. It is the combination of three firms, each with more the 26 years of client service. We have a wide base of experience ranging from individual insurance and financial planning to Corporate benefits and advanced estate tax issues. We advise clients in 40 states and the District of Columbia. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC a registered investment advisor. Global Retirement Partners, LLC, Goldberg, Clouse & Edgell and LPL Financial are separate non-affiliated entities.

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Goldberg, Clouse & Edgell Questions

The Goldberg, Clouse & Edgell annual revenue was $5 million in 2024.

Rich Clouse is the Owner of Goldberg, Clouse & Edgell.

4 people are employed at Goldberg, Clouse & Edgell.

Goldberg, Clouse & Edgell is based in Westerville, Ohio.

The NAICS codes for Goldberg, Clouse & Edgell are [524210, 52, 52421, 5242, 524].

The SIC codes for Goldberg, Clouse & Edgell are [641, 64].

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