Goodman Financial

Goodman Financial

Investment Management, 5177 Richmond Ave Ste 700, Houston, Texas, 77056, United States, 11-50 Employees

goodmanfinancial.com

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Who is GOODMAN FINANCIAL

We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms. Our high ethical sta...

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  • 5177 Richmond Ave Ste 700, Houston, Texas, 77056, United States Headquarters: 5177 Richmond Ave Ste 700, Houston, Texas, 77056, United States
  • 1988 Date Founded: 1988
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 1382 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from GOODMAN FINANCIAL

Goodman Financial Org Chart and Mapping

Employees

Morgann Zimmer

Senior Financial Advisor

Robert Haverly

Financial Planning Analyst

Wade Egmon

Senior Financial Advisor

Chris Matlock

Chief Investment Officer

Charlotte Jungen

Chief Operating Officer/Chief Compliance Officer

Mashal Lakhani

Marketing & Communications Manager

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Frequently Asked Questions Regarding Goodman Financial

Answer: Goodman Financial's headquarters are located at 5177 Richmond Ave Ste 700, Houston, Texas, 77056, United States

Answer: Goodman Financial's phone number is 71********

Answer: Goodman Financial's official website is https://goodmanfinancial.com

Answer: Goodman Financial's revenue is $5 Million to $10 Million

Answer: Goodman Financial's SIC: 1382

Answer: Goodman Financial's NAICS: 523930

Answer: Goodman Financial has 11-50 employees

Answer: Goodman Financial is in Investment Management

Answer: Goodman Financial contact info: Phone number: 71******** Website: https://goodmanfinancial.com

Answer: We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms. Our high ethical standards and independence ensure that all investment decisions are made with our clients best interest as our top priority. We are committed to philanthropy and giving back to our community. Our clients are individuals and institutions such as trusts, family limited partnerships, endowments, non-profits, pension plans and private foundations who appreciate personalized service and solutions tailored to their unique goals. Client retention has historically averaged over 95 percent annually, and many of our new clients are referrals from existing clients. We actively manage individual stocks and bonds in customized investment portfolios and provide financial advice while avoiding unnecessary risk. This approach allows for greater flexibility, tax efficiency and lower expenses. Additionally, investment assets are held through insured, third-party custodians. Founded in 1989, our team is highly credentialed, with extensive experience and expertise. They serve our clients by deciphering the noise sometimes created by the media, make prudent investment decisions and maintain focus on our clients long-term objectives. ---------------------------------------------------------------------------------------- *Testimonials are provided by current clients and endorsements by persons other than current clients. No compensation was provided for any testimonial or endorsement. As a result, there are no material conflicts of interest on the part of the person giving the testimonial or endorsement and Goodman Financial Corporations relationship with such person.*

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