At Goodrich & Associates, we offer you a personalized financial strategy, not a generic investment program. We build your individual portfolio around your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

We want to be your partner in building the future you desire. When you work with us, we take the time to thoroughly explain the investment strategies we recommend, because you need to be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help you achieve financial independence through professional advice,  sound risk management, quality investment products, and personal, efficient service.

Your Rights as a Client

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights