Fiduciary, CFP® Professional Wealth Advisors | est. 2004
Insider Guide April, 2026 We are so proud to announce that Coby Sullivan passed the CFP®️Board Exam!!!! We are so happy to have him on our team as he brings so much care [...]
Goodwin Investment Advisory and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Goodwin Investment Advisory maintains clients. Goodwin Investment Advisory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Goodwin Investment Advisory’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Goodwin Investment Advisory’s website on the Internet should not be construed by any consumer and/or prospective client as Goodwin Investment Advisory’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Goodwin Investment Advisory with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Goodwin Investment Advisory, please contact the SEC, FINRA or the state securities regulators for those states in which Goodwin Investment Advisory maintains a filing.
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