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“I had the free initial consultation with Matt on retirement planning. He was easy to talk to and made me comfortable from the start. He showed extensive knowledge on the subjects I had questions on, was very upfront on pricing (0.25% a quarter AUM so 1% annually) and sent clear detailed notes after the call.”
“Mike the store mgr was always so helpful particularly when I had a lot going on with kids in college and traveling internationally. It was always nice to know that I could call on Mike to make something happened.”
Financial Advising
Financial Advising
Financial Advising
“GIA (Goodwin Investment Advisory) is awesome. They are the whole reason we can see the light at the end of the tunnel....aka retirement. We love GIA, we are treated like family, not just a client. Best decision we ever made.”