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Home > Financial Services > Stock Brokers > Feldstein Financial Group, LLC.
Feldstein Financial Group, LLC.
Feldstein Financial Group is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Steven Feldstein and Associates currently work with more than 600 businesses and individuals all over the world. The majority lives and works in the tri state area of New York, Connecticut, and New Jersey. They meet with their clients quarterly to review their portfolios and to keep them moving towards their objectives.
Their criteria for investment is that they look for strong franchises that have freedom to price, strong, experienced management that’s owner oriented, businesses trading within 30 percent of tangible book value. They like enough cash in working capital to cover payables and short term debt. They look for long term debt that is less than 50 percent of net worth.
Most importantly, they look for companies that have a stated mission to generate shareholder value. That means expansion accretive to earnings, dividend increases and share buybacks. And their dream investments are companies trading for less than net working capital that’s current assets, minus current liabilities, minus long term debt that have operating cash flow.
Feldstein Financial Group is member of the Financial Planning Association, the membership organization for the financial planning community. Its primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession. Feldstein Financial Group is member of the Securities Industry Association, which brings together the shared interests of more than 600 securities firms to accomplish common goals. SIA member firms are active in all US and foreign markets and in all phases of corporate and public finance. The company's goal is to have steady growth through working closely with their customers to help them succeed.
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