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Goldberg, Clouse & Edgell Employee Directory

Financial ServicesOhio, United States2-10 Employees

Goldberg, Clouse & Edgell is a financial services firm based in Ohio, formed in 2000 through the consolidation of three practices with roots dating back to 1965. The firm provides a range of services that span individual insurance, financial planning, corporate benefits, and advanced estate tax matters, drawing on a long history of serving clients across multiple states. Its client base includes individuals and organizations seeking comprehensive planning and risk management solutions, with advisory capacity extending to residents in 40 states and the District of Columbia. Securities are offered through LPL Financial, while investment advisory services are provided by WELLth Advisory Services, LLC, with all entities operating as separate non-affiliated firms. The company sits within the financial services industry, balancing insurance, retirement, and estate planning with a broad client reach. A recent development noted is the firm’s ongoing integration of its legacy practices to offer an expanded scope of services to its clientele in the region.

Find Goldberg, Clouse & Edgell employees' phone numbers or email addresses

Goldberg, Clouse & Edgell Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Goldberg, Clouse & Edgell's Leadership

  • Stylized image of a person
    S. N.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. G.
    Principal
    Phone icon
    Mobile Phone

Goldberg, Clouse & Edgell Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Goldberg, Clouse & Edgell

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. N.
    Owner
    Phone icon
    Mobile Phone
    Apr 23, 2025
  • Stylized image of a person
    C. G.
    Principal
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Goldberg, Clouse & Edgell known for?

Minus sign iconPlus sign iconGoldberg, Clouse & Edgell was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in Ohio United States; you can contact the main corporate office by phone at
+1-614-890-****
. Explore Goldberg, Clouse & Edgell's company overview page for more information.

What is Goldberg, Clouse & Edgell's most common email format?

Minus sign iconPlus sign iconGoldberg, Clouse & Edgell employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goldberg, Clouse & Edgell email formats with LeadIQ.

How many employees does Goldberg, Clouse & Edgell have currently?

Minus sign iconPlus sign iconGoldberg, Clouse & Edgell has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Goldberg, Clouse & Edgell's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Goldberg, Clouse & Edgell's key employees include:

  • Owner: S. N.
  • Principal: C. G.

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