Howard Goodfriend has more than 25 years of experience in investment management and retirement planning. He is also a registered principal and branch manager with Raymond James. He strives to deliver high quality, unbiased service and engineers personalized investment portfolios, as well as retirement and financial plans. His relationships with clients are caring, ongoing and interactive. Once a portfolio and financial plan are created, he maintains regular contact with clients to help ensure that their objectives are met, as their life and family circumstances change over time. Howard enjoys educating his clients on current financial issues and seeks to help them reach their long-term financial goals.
He also constructs retirement plans such as 401(k)s and provides ongoing investment advisory services to business owners, so they can help optimize their employee’s benefits in a tax efficient manner.
His primary objective is to tame the complexity of his clients’ financial affairs, so they can enjoy their lives, without having to spend their precious free time researching investments, studying the markets or tracking everchanging retirement plan regulations on their own.
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.
Howard's Areas of Focus:
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.