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Howard Goodfriend Financial Advisor Branch Manager, JD Direct: 312-922-3769
53 W. Jackson Boulevard
Suite 319
ChicagoIL 60604
Phone: 312-922-3769
Fax: 312-291-0523
Toll-Free: 866-277-1782
160 Broadway
Suite 600
New YorkNY 10038
Phone: 212-682-3363
Phone: 312-922-3769
Toll-Free: 866-277-1782
Contact Us

About Us

Howard Goodfriend
Financial Advisor
Branch Manager, JD
Direct: 312-922-3769

Howard Goodfriend has more than 25 years of experience financial and retirement planning and is also a branch manager with Raymond James Financial Services. He delivers top-quality, unbiased service, and engineers personalized investment portfolios, as well as retirement and estate plans. His relationships with clients are caring, ongoing and interactive. Once a financial plan is created, he maintains regular contact with clients to insure their needs and objectives are met as their life and family circumstances change over time. Howard enjoys educating his clients on current financial issues and has conducted numerous lectures on investing, retirement and estate planning to both public and private organizations over his career. His primary objective is to tame the complexity of his clients’ financial affairs, so they can relax and enjoy life without having to spend their precious free time researching investments, learning ERISA rules or studying tax codes.

Howard graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Economics. He also holds a law degree from the John Marshall Law School. In addition to the branch of the firm that he manages in downtown Chicago, he operates a location of the firm in New York’s financial district.

Howard's Areas of Focus:

  • Risk Management - balancing and monitoring portfolios to reduce risk and optimize growth.
  • Retirement Planning - growing retirement assets in advance of retirement and maintaining comfortable level of monthly income after retirement.
  • Minimizing and Deferring Income Taxes - comprehensive analysis and creation of IRA, Roth IRA, 401k, 403b and other qualified plans to maximize tax reduction and deferral.
  • Reducing Estate Taxes - creating gifting and estate plan strategies to transfer wealth to heirs while minimizing exposure to probate costs and estate taxation.
  • Disciplined Saving Strategies - direct deposit into investment accounts and dividend reinvestment for meaningful wealth accumulation over decades.
  • Charitable Estate Planning - devising plans to efficiently transfer assets to charitable organizations.
  • Education Planning – planning for funding of children and grandchildren’s college education.


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About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6,200 financial advisors
  • More than 2.5 million client accounts
  • Over 2,500 locations throughout the United States, Canada and overseas
  • Approximately $479 billion in total client assets

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 6/30/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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