Goodwin Investment Advisory - Woodstock, Georgia

Andrew T.

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!

Becky L. B.

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.

Sean F. G.

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 recommended this place.

Judy B.

Joe Beckford has been an incredible help to us. He went out of his way to offer advice and guidance that made a huge difference. Joe helped us navigate a challenging situation with a level of care and expertise that’s hard to find, saving everyone involved both time and money. His dedication and professionalism really stood out, and we’re genuinely grateful for his support. Thanks, Joe, for everything—couldn’t have done it without you!
— From the Sprinkalawn team

Jeff B.

I highly recommend Goodwin Financial. They are an honest group of caring people. I always look forward to meetings where they carefully explain things and discuss ways we can be prepared for our future in retirement.
They truly care for each of their clients and treat everyone like family. Set up a meeting with no pressure and see how they can put your financial mind at ease.

S T.

I called Goodwin Investment Advisory and spoke with Tara. She was very professional. After the intake was completed, she told me that Justin will be a better fit for my needs. I met with Justin and he is amazing. He is knowledgeable and made me feel comfortable during my session. The ambience is conducive to success; walking out I felt empowered with my new information. Call to speak with someone - you won't regret it.

David D.

Goodwin has been fantastic! I had been managing our investments myself for many years, but felt I needed some advisory assistance now that I was reaching the age where distributions would begin. I was still thinking that I would self-manage our investments, but after a few meetings I was confident that they were the team to trust with our investments.

I was really impressed by their knowledge, their process, and their investment strategy. Their fees were very affordable and I really liked their custody approach for our investments. Their advisory agreement was comprehensive and understandable, yet was only four pages long. I didn’t have to wade through hundreds of pages of documents to try to understand everything.

The team has been wonderful every step of the way. Tara was welcoming and organized during the introduction call. Justin has been a great resource as my Certified Financial Planner, describing the approach and answering any questions that either my wife or I had. Kimberly has been great in providing status on the transition of our investments, and Joanna was so welcoming in helping us get connected to the necessary tools. The team has been helpful and responsive every step of the way. It gives my wife and I great peace of mind knowing that our financial future is in such good hands.

Emily R.

My fiancé and I met with Justin to go over the best way to financially plan for our future together. He was super intentional and thoughtful in listening to our personal goals and how best to achieve them in a realistic way. The Goodwin team should definitely be your go-to for all financial planning needs no matter what stage of life you're in. Cannot recommend enough and can't wait to go back and chat with their team again once our goals change.