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March 2024 by Allison Oslack
Joe and the GIA team have been great to work with. They go above and beyond and really make you feel like you’re with family.
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March 2024 by Noslack
My wife and I have been using Goodwin Investment Advisory for a couple of years and we are very happy with the service we have received from Joe and Ray. They are very knowledgeable in their field and have provided great personal service!
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December 2023 by Jason Verlangieri
Our experience with Joe Beckford has been great. He has always showed a genuine interest in understanding our financial situation and providing recommendations tailored to our specific needs. What sets GIA apart is their in-depth understanding and personalized approach, making us feel heard and valued.Notably, Joe takes the time to truly get to know us, fostering a connection that goes beyond the typical client-advisor relationship. Their responsiveness is commendable, ensuring that our questions are addressed promptly. In a world where personalized attention matters, GIA excels, and we highly recommend their services for anyone seeking a dedicated and effective financial advisor.
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December 2023 by David McPherson
Wow…..just wow. Thank you doesn’t cut it. Justin is truly are a gem and we can’t thank him enough for his time, advice and such thorough recap. Looking forward to the next steps and will be sure to be more collected and organized next time we see him as we know how difficult it is to try and help people who are not very well “put together”. That didn’t seem to bother Justin a bit, however. His professionalism, patience, knowledge and advice are invaluable and he and his team are incredible. We will certainly tell our friends and family how happy we are with him and Goodwin Investment Advisory.
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December 2023 by Michael Scott
GIA is very customer focused. From day one when we meet Tim, he made us feel very at ease with the thought of turning out money over to a complete stranger. Tim was non pushy and really took the time to explain GIA"s philosophy on managing our money. He even offered to help us pick someone else if we didn't want to go with GIA. However, we are really glad to have chosen GIA.Since partnering with GIA, we have really been pleased. Everyone has been so friendly and helpful.We can't say enough good things about the advisor we have been working with, Justin Pitcock. From his welcoming & friendly demeanor, to his actively listening to what we want and our concerns. He cares and carefully explains things so we understand. He looks at all aspects of our money, offers suggestions on tax advantages, and will even look at our company 401k's to try and get the most for us when we get ready to retire.We highly recommend others to give GIA a chance to earn your business.Michael & Mary Scott
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November 2023 by Cindy Boleman
Annual financial/portfolio review meetings are just one of the many valuable benefits of being a client of Goodwin Investment Advisory. My recent review experience with Ray Brown was not only thorough, but also encouraging to know how best to plan for the future in these retirement years. He is an amazing and talented young man!Tim Goodwin, Ray Brown and Sharon Brewer are just 3 of the team of very smart and knowledgeable people who are or who have been extremely helpful in advising and guiding me to financial peace in my retirement.Additionally, Goodwin Investment Advisory's many client communication vehicles, from weekly reports, podcasts and market updates are timely and thorough. This team is always available to assist or answer any questions or concerns, which is especially important during these days of economic uncertainty.I am grateful to be a client of this advisory team!
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November 2023 by LE C
We have been with GIA for four years, Justin Pitcock is our advisor. We found GIA through Dave Ramsey, they were a trusted providor on their website. We are an average family with a middle class income. That being said, before joining GIA we did not think we had enough income or retirement to need a financial advisor. We were wrong. Being with GIA has added value to our overall financial portfolio. Justin is very knowledgeable, kind and easy to work with. He answers all our financial questions clearly. The annual meeting they provide is beneficial as well. They are a customer focused company. I highly recommend them!
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October 2023 by Cindy Rincon
Annual financial/portfolio review meetings are just one of the many valuable benefits of being a client of Goodwin Investment Advisory. My recent review experience with Ray Brown was not only thorough, but also encouraging to know how best to plan for the future in these retirement years. He is an amazing and talented young man!Tim Goodwin, Ray Brown and Sharon Brewer are just 3 of the team of very smart and knowledgeable people who are or who have been extremely helpful in advising and guiding me to financial peace in my retirement.Additionally, Goodwin Investment Advisory's many client communication vehicles, from weekly reports, podcasts and market updates are timely and thorough. This team is always available to assist or answer any questions or concerns, which is especially important during these days of economic uncertainty.I am grateful to be a client of this advisory team!
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September 2023 by Michelle Meillón
- Ray was very patient and helpful providing guidance on my current 401(k) and rollover options.- We had a virtual meeting and he followed up with a video to guide me through the homework on my side.- I look forward to working with him and GIA for help with my investments in the future!
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August 2023 by Sharon Green
I spoke with Ray Brown on the Goodwin Investment Advisory team yesterday. I am so very impressed with our time together, I want to leave a review for anyone with not lots of savings and looking toward a scary future. I am 70 years old and have been very concerned about my future with limited income and savings. Ray was so very positive and had many suggestions that I am excited about and will help me sleep better at night. Not only is Ray a very kind, compassionate, huge Dave Ramsey fan (like myself), enthusiastic and very smart, he is extremely knowledgeable of the market and really seems to understand the phase of life I am in today. I am grateful to Ray Brown for our time yesterday. Well spent!!
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August 2023 by Troy O.
Love the folks at Goodwin Investment Advisory! They act as a fiduciary and have a wide range of products and services. The people are always so friendly and knowledgable. Another satisfied customer!
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August 2023 by Dirley Souza
My Wife have been looking around for some financial help for a long time, but had not been able to find somebody we felt comfortable working with. Had our first meeting with Joe Beckford and will definitely consider working with then in the future. They seem very knowledgeable but also willing to listen to our needs and wants. Thanks Joe!!
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July 2023 by Mike
Tara was great with understanding my needs. There was no pressure or attempt to sell me financial products I did not need. Tara listened and then assigned me with the right advisor in their portfolio of financial experts. She also was upfront on their costs.I am looking forward working with my advisor.
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July 2023 by David Vaughn
My strategy session with Justin was excellent! He was very professional and was able to provide lots of helpful information and advice to help me reach my specific financial goals. I will certainly be working with Goodwin Investments in the future!
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July 2023 by Jennifer Knighton
We love Goodwin Investment Advisory! We have worked with them for many years and would recommend them to anyone. Joe is our advisor and he is awesome! I know I am in good hands with them!
