Godfrey Financial Associates, Inc.

EST. AUM
$182,520,893

CONTACTS

CLIENT ACCOUNTS
702

Firm Details

Metro area Albany
CRD Number 126189
Website godfreyfinancial.com
Client types

Overview

Godfrey Financial Associates, Inc. is an SEC-registered independent fiduciary wealth management and financial planning firm founded in 1995 and headquartered in Glenmont, New York. The firm provides discretionary portfolio management, retirement planning, investment management, estate planning, insurance planning, trusts and endowment advisory services. The firm primarily serves individuals and high-net-worth clients through customized investment portfolios and financial planning engagements.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Godfrey Financial Associates, Inc.

Platform Details

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