Goodman Advisory Group, Llc
Knowledge is power. It’s also the foundation for educated, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and potentially avoid costly mistakes that can affect your future. As a financial professional, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities with the goal to get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future. Securities offered through LPL Financial, Member FINRA/SIPC Investment Advice offered through Goodman Advisory Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
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Joe Rofino
Director of Research · Research & Development
EmailPhone - SS
Selena Shor
Director of Operations · Operations
EmailPhone - BB
Brad Barthelemy
Wealth Advisor · Finance & Accounting
EmailPhone - AZ
Alan Zwicker
Senior Financial Planning Associate · Finance & Accounting
EmailPhone - RC
Rosalie Cryan
Quantitative Research Analyst · Finance & Accounting
EmailPhone - SK
Susanne Kaplan
Client Service Associate · Customer/Client Service
EmailPhone - DG
Deborah Goodman
President · General Business & Management
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Goodman Advisory Group, Llc
8 distinct titles indexed · top 8 shown.
- 2senior financial planning associate
- 1client service associate
- 1director of operations
- 1director of research
- 1president
- 1quantitative research analyst
- 1senior financial planning associate at the goodman advisory group, llc
- 1wealth advisor
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