“I cannot say enough good things about Andy Goodwin. For many years, he was my parents financial broker and advisor. He helped them set up a portfolio that grew in value even while it provided income to help them in their later years, and I mean really later years --94 and 98 respectively. Moreover he provided referrals to other professionals who helped us set up a Joint Living Trust that greatly simplified the distribution of their estate when both of them passed on. I liked the job Andy did so much that I kept my share of the inheritance with him, as did my sister; both of us trust him. He is a real pro and a mensch besides.”
“Having spent many years with a large, impersonal insurance company on the east coast, it was a refreshing change to follow a recommendation for Karen Cole's State Farm office when I moved to AZ. Karen is friendly, extremely knowledgeable, and lightening-fast to follow-up whenever I've had a question or concern. Michelle and the rest of the staff are equally amazing. It is great to work with a team that is fully invested in the local community. Highly recommend!”