Connect with a financial advisor: 833-346-5433

Tax services

Goldman Sachs Personal Financial Management offers access to tax-preparation and filing services, complementing the tax-planning delivered by our advisors.* These tax-preparation services can provide a more complete understanding of your overall financial picture, enabling our advisors to more efficiently incorporate tax-planning strategies into your financial plan, potentially reducing your tax bill. These services also potentially save you time from having to search for tax preparers.

Our financial advisors can help you navigate Goldman Sachs’ resources from additional areas such as wealth strategies, estate planning, tax planning, investments and insurance. Moreover, they can also coordinate across other service providers, serving like your personal CFO and reviewing the impact every decision has across different areas of your financial life.

Household Services - Goldman Sachs Personal Financial Management

Legal services

The digital age creates management information challenges in cyberspace. Personal safety and the integrity of your financial and personal affairs is paramount.

Our partnered services include online reputation and privacy management, email security, credit reporting, password and document management, cyber and identify theft insurance, probate avoidance, non-disclosure agreements, home network vulnerability testing, disaster recovery and management, banking and credit card safeguards and litigation support

Legal Service Cybersecurity

We want to know what makes you, you.
That’s what makes us, us.

Find a personal financial advisor near you, and start living the life you want.

With over 240 advisors in 70+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.

See All Financial Advisory Locations
Guide video preview

*Goldman Sachs PFM does not provide tax, legal and accounting advice and recommends clients obtain their own independent advice based on their particular circumstances. Tax-preparation and filing services are offered by select third-party providers who may incur additional fees.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.


To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.