Hand in hand with our passion at GIA is our commitment to excellence, and holding ourselves to a very high standard. Our Trusted Partners must fit our high standards and scrutiny.
ongoing positive feedback
We have spent considerable time vetting our trusted partners so you don’t have to. Our trusted partners are consistent with Goodwin Investment Advisory’s values of integrity, commitment to excellence, and a dedication to adding value to their customers. At GIA we want every partner we recommend to show the same level of care that we do. In addition each trusted partner has ongoing positive feedback from their customers including high ratings on Google, Yelp, and other platforms. If you are looking for a mortgage broker, tax services, estate planning, or insurance, please reach out to our contacts below.
Here are just a few of our Trusted Partners
MORTGAGE BROKER:
KELLY GARANZUAY – Supreme Lending
Phone: 404-933-2040
Email: Kelly.Garanzuay@Supremelending.com
Kelly and GIA have a long standing friendship that goes back almost two decades. Within the first few seconds of your first call, Kelly’s passion and love for people will burst through the phone and you will have no doubt in your mind that she has her clients’ interest at heart. With over 20 years in the business, her expertise and knowledge can help anyone navigate the stress that comes with home-buying.
MORTGAGE BROKER:
KEVIN TURNER
Phone: 404-536-1054
Email: kevin@cp.mortgage
Kevin Turner is one of the owners of Clear Path Mortgage and has been serving clients in the mortgage industry for years. Kevin and his team have helped GIA staff with their mortgage needs over the years, plus several clients of GIA as well. When considering who to use for a mortgage it is always best to receive 2-3 quotes and because Clear Path Mortgage has access to several investors across the country, you will always receive a strong interest rate but more importantly top tier service.
TAX SERVICES:
PANTANA ACCOUNTING & TAX, INC.
Phone: 678-213-0602
Website: https://www.pantanacpa.com
With personal and business tax laws changing seemingly every week, the task becomes less daunting when partnering with Pantana. One word that would describe the environment at Pantana: Synergy. Every associate at Pantana is a Certified QuickBooks Advisor, so no matter who you speak with, you are guaranteed to be speaking to a trusted expert.
TAX SERVICES:
Jamie L. Howell, CPA – North GA CPA Services
Phone: (770) 926-5302
Email: jamie@northgacpa.com
Website: https://www.northgacpa.com/home
For years, North GA CPA Services, PC has been providing quality, personalized financial guidance to local individuals and businesses. Their expertise ranges from tax management and accounting services to services such as compiled financial statements.
North GA CPA Services, PC is one of the leading firms in and throughout the area. By combining their expertise, experience and the team mentality of their staff, they assure that every client receives the close analysis and attention they deserve.
INSURANCE:
Leigh Hasty, CIC – Snellings Walters Insurance
Phone: (770) 637-1726
Email: lhasty@snellingswalters.com
Website: https://www.snellingswalters.com/services/
Snellings Walters Insurance Agency is a commercial insurance and employee benefits company that energizes with a proven process. They provide guidance for families and businesses in almost 30 different avenues of insurance and employee benefits. Leigh joined Snellings Walters in 2008 and has since earned her Certified Insurance Counselor Designation (CIC). As a Personal Lines Executive, she does what she does to simplify her clients lives by giving them peace of mind.
ESTATE PLANNING:
SARAH WHITE – Estate Attorney
Phone: 678-661-5527
Email: sarah@lawyersarah.com
Sarah White has served the community of Cobb County with integrity and compassion for years. Sarah has served over 25 Goodwin client-families and has received ongoing positive feedback. Check out our recent blog on Sarah!
Life Insurance / Health Insurance / Medicare Service:
Greg Sanders – Peachtree Life Insurance
Phone: 678-236-1600
Email: greg@insuranceadv.com
Website: https://peachtreelifeinsurance.com
Peachtree Life Insurance is dedicated to securing the best life insurance rates for their clients. As an independent agency with over 16 years in the industry, they use their experience and expertise to help you make the right decision about protecting your loved ones with life insurance as well as help with health insurance, including Medicare.
