Goodwin, Shine And Associates
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
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tools in use
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CL
Cheryl Liston
Office Manager · Operations
EmailPhone - TS
Travis Shine
Financial Advisor - Certified Financial Planner Practitionertm · Other
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Goodwin, Shine And Associates
4 distinct titles indexed · top 4 shown.
- 2associate financial advisor
- 1financial advisor - certified financial planner practitionertm
- 1office manager
- 1ronkese financial svc under lpl financial
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