Godfrey Financial Associates, Inc.
About
Godfrey Financial Associates is the largest woman-owned independent Registered Investment Advisory firm in the Capital Region, providing fiduciary financial planning, investment management, and retirement services since 1995 with a focus on helping women take control of their futures.
What to know
- President Kathleen Godfrey has owned and operated the firm for more than 25 years.
- Virtuoso Asset Management merged into the firm in May 2025.
- A Suddenly Single service supports clients through life transitions.
- Trusts, endowments, insurance, and annuities are also handled.
- No-obligation meetings are offered, and its motto is We see you, we hear you, we know you.
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