Goodwin Investment Advisory - Woodstock, Georgia

Jeff Bradford

I highly recommend Goodwin Financial. They are an honest group of caring people. I always look forward to meetings where they carefully explain things and discuss ways we can be prepared for our future in retirement.
They truly care for each of their clients and treat everyone like family. Set up a meeting with no pressure and see how they can put your financial mind at ease.

S Thom

I called Goodwin Investment Advisory and spoke with Tara. She was very professional. After the intake was completed, she told me that Justin will be a better fit for my needs. I met with Justin and he is amazing. He is knowledgeable and made me feel comfortable during my session. The ambience is conducive to success; walking out I felt empowered with my new information. Call to speak with someone - you won't regret it.

JC Chadwick

We have had a seven-year partnership with GIA (Goodwin Investment Advisory). The entire staff there is exceptional! They are genuinely kind, trustworthy, and compassionate individuals. Our direct interactions have mainly been with Tim, Justin, Joe, and, most recently, Ray. The advice they have provided us regarding our investments and retirement has been invaluable. Our annual meetings with them always result in a well-thought-out plan for the future.

Emily Reid

My fiancé and I met with Justin to go over the best way to financially plan for our future together. He was super intentional and thoughtful in listening to our personal goals and how best to achieve them in a realistic way. The Goodwin team should definitely be your go-to for all financial planning needs no matter what stage of life you're in. Cannot recommend enough and can't wait to go back and chat with their team again once our goals change.

Nicole P

Joe and the team at Goodwin are trusted advisors to me and my husband. They check in regularly and leave us feeling like we matter. They recently worked with us on some specific questions we had on our investments and did so in a thorough manner. They took the time to explain options so that we could make an educated decision. We have peace of mind that our investments are in good hands and that we are working towards a plan for our future. -- KNP

David Dodd

Goodwin has been fantastic! I had been managing our investments myself for many years, but felt I needed some advisory assistance now that I was reaching the age where distributions would begin. I was still thinking that I would self-manage our investments, but after a few meetings I was confident that they were the team to trust with our investments.

I was really impressed by their knowledge, their process, and their investment strategy. Their fees were very affordable and I really liked their custody approach for our investments. Their advisory agreement was comprehensive and understandable, yet was only four pages long. I didn’t have to wade through hundreds of pages of documents to try to understand everything.

The team has been wonderful every step of the way. Tara was welcoming and organized during the introduction call. Justin has been a great resource as my Certified Financial Planner, describing the approach and answering any questions that either my wife or I had. Kimberly has been great in providing status on the transition of our investments, and Joanna was so welcoming in helping us get connected to the necessary tools. The team has been helpful and responsive every step of the way. It gives my wife and I great peace of mind knowing that our financial future is in such good hands.

Debbie Goffinet

I have been with Goodwin Investments for about 8 years. They have been wonderful helping me setup my accounts and making them using friendly. I especially like how the keep me informed about the market especially when it is bumpy which gives me confidants that my choices are right. Debra A Goffinet

Nikkie Frank

Joe and Ray are not only incredibly professional, but they are also very personable and seem to truly care about our goals and retirement plans while providing options that we might not have otherwise considered. They helped us to see our retirement goals in a concise and yet conservative way providing hope for a solid and secure future! We wouldn’t hesitate to recommend Joe, Ray or the entire Goodwin team to anyone looking for a financial advisory group that they can trust to take their clients dreams and goals and set them as top priority! Thank you!