Testimony

I have been working with Dr. Goodrich for over 20 years and I have found his investment management advice to have always been prudent and in-line with what is happening in the financial markets. He has actively managed our investment funds in both up and down markets and I have confidence in his ability. I have also found Dr. Jeff’s tax and estate planning strategies to be meaningful in the success of my family.

          Alan

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

It was the time of the year when my Required Minimum Distributions within my IRA retirement plan was coming due. After speaking with Jeffrey Goodrich, I made the decision to use my RMD to fulfill a charitable donation by utilizing a Qualified Charitable Distribution. Using this strategy helped me to achieve a number of my family’s goals, including both tax and charitable planning strategies. I am fortunate to have such a knowledgeable Financial Advisor.

          Lucia

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

Jeffrey Goodrich was instrumental for my company in setting up our Cash Balance Retirement Plan. The process was simple and Jeffrey Goodrich’s ongoing management of our retirement plan is both professional and thorough. Additionally, Mr. Goodrich's Business Management Planning strategies helped to take my company to the next level and allow my company to reach its full potential.

          Scott

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

I started working with Dr. Jeff over 10 years ago and his tax planning strategies have helped my family out with a number of problems. His suggestions have been right on target and I believe he has my family’s best interest at the center of our relationship. I look forward to our conversations on the financial markets and Dr. Jeff’s recommendations regarding the investment portfolio that he manages for my wife and me.

          Augusto

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

Knowing that Mr. Goodrich is an educator, I believe he uses his knowledge to my benefit. I enjoy reading his quarterly newsletter “The Exchange,” which seems to address a lot of the questions I have on my mind, especially in the areas of college planning for our grandchildren. Mr. Goodrich has helped my husband and me with our second-to-die life insurance policy and how it will benefit our three children.

          Encarnacion

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

Jeffrey Goodrich is very knowledgeable about pension funds and investing. He was helpful and creative in the management of my company’s 401 (k) retirement plan. He is very dynamic and is actively involved in helping our employees who need to take their required minimum distributions on time each year. I also look to Jeffrey Goodrich for his Business Management Planning strategies, which over time have helped my business to continue to grow and increase its revenue.

          Aldo

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

I first met Jeffrey Goodrich when we were both studying for our Masters of Science in Taxation at Golden Gate University. I have also worked with Jeffrey Goodrich to purchase Life Insurance to protect my wife and family in case something was to happen. Jeffrey helped to explain in simple terms the features and benefits of my policies, which was helpful when having to make a big decision like this.

          Manuel

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

Dr. Goodrich helped my husband and me to purchase our Life Insurance policies. Dr. Goodrich’s Financial Planning suggestions were helpful for us to decide which were the appropriate policies and amount of coverage needed to help to meet our family goals.

          Adriana

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

As a lawyer, I get a lot of people asking me for advice. When it comes to the question of who to use as a Financial Advisor, the answer is easy…. Jeff Goodrich.

I have worked with Jeff since 2004 and he has always been there to help with all my family’s financial decisions. Over the years Jeff has helped me make money, save money, and protect what is important to me. From investment tools - such as life and long term care insurance, to more complex Charitable Remainder Trusts. Jeff knows it all.

What really set Jeff apart is that he treats everyone as if they are his best friend. Jeff always will make time for me and answer all of my questions.

Whenever I get sked about financial advice, the answer is “Talk to Jeff Goodrich?”

          Mark

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

Jeffrey Goodrich is managing my IRA account and it is by no means a very large account, but nevertheless, Jeffrey Goodrich provides me with his full attention and a high level of service.

          Jacque

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

I have known Jeffrey Goodrich for close to 40 years and I have found him to be bright, hard-working, and knowledgeable. When it came time to select management of my company’s 401 (k) retirement plan, I was confident in Jeffrey Goodrich’s ability, and now that he has been actively managing for some time, I still have the belief that I made the right decision.

          Ron

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimony

I have worked with Jeffrey Goodrich on a number of Estate Administrations and I have found him to be responsive to the demands needed within each administration. I have found Jeffrey Goodrich to be knowledgeable on estate planning issues, which helps me within my estate administrations.

          Kenneth, ESQ

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.