Does hiring a financial advisor with a CFP® mark really matter?

Had our first meeting with Joe Beckford and will definitely consider working with them in the future. They seem very knowledgeable but also willing to listen to our needs and wants. Thanks Joe!!

My wife and I entrusted Goodwin Investments with managing our retirement accounts, and we couldn’t be more pleased with our decision. From the start, everyone we’ve interacted with has been incredibly friendly and a pleasure to work with. We’ve had the privilege of working with Joe Beckford, our exceptional Wealth Advisor. Joe is not only highly skilled but also very personable and easy to talk to. His ability to listen carefully to our needs, desires, and concerns made all the difference. Joe took the time to fully understand our financial situation and crafted a comprehensive plan that aligns perfectly with our retirement goals. His expertise in simplifying complex financial matters and creating a clear, actionable plan has given us peace of mind. We are truly grateful for Joe’s guidance and the thoughtful approach he took in helping us secure our financial future. We couldn’t be happier with the service we’ve received from both Joe and the entire team at Goodwin Investments!

Prior to retiring, I started looking into the benefits of having a financial advisor. After researching several options, talking to Fidelity and meeting some of the advisors in person, I had no doubt who my choice was. Goodwin Investment Advisory was by far the best choice. They care for their clients personally and I felt very comfortable trusting them with my investments. They are awesome with communication, sending informative emails and texting and/or returning phone calls and messages. Most importantly, I feel that the staff are not only very competent, but they have high standards, integrity and are trustworthy, caring people! I am extremely grateful to be part of Goodwin Investment Advisory!

The initial consultation was excellent. They provided a clear and detailed overview of their offerings, making it easy to understand what to expect. I am highly considering using this firm.

GIA (Goodwin Investment Advisory) is awesome. They are the whole reason we can see the light at the end of the tunnel….aka retirement. Best decision we ever made.

We love working with Joe and the Goodwin Investment Advisory Group. Joe is genuinely
interested in our life goals and he’s been designing our retirement plan the past several
years to help get us there. Great group of people.

Just a quick note to say that I very much enjoyed The PIG podcast discussing The Legacy Will. Very informative, and it really got me thinking on some issues that need “deep thought.” Thank you Tim and Joe!

Ray Brown has been tremendously helpful in explaining and modeling various retirement scenarios. His explanations and the visualization tools in use at Goodwin Investments take a lot of the complexity out of the task of long range planning. Highly recommend!

We met with Ray and Coby to discuss our current financial situation and some of the questions we had. We wanted to create a clear plan and we had some questions linked to our current property. Ray and Coby answered every question that we had and we left feeling incredibly clear on what our plan was. They were very thorough and professional and explained in great detail each subject we talked through to make sure we fully understood each aspect. If you are unsure of some things from a financial perspective or just want another opinion to validate your current plan I would wholeheartedly recommend this place.

I can’t say enough great things about Goodwin! We give a big special thanks to Justin, he’s so amazing, so thorough, and so knowledgeable. It’s always a challenging topic to talk about fi nances, but every time that we have met with him, he has made it a comfortable and smooth conversation- going above and beyond to answer our questions. I genuinely believe that we are in a better fi nancial situation because of his guidance!