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Goodman Advisory Group, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Goodman Advisory Group, LLC operates in the financial services sector and is focused on helping individuals plan for retirement by aligning investment strategies with risk tolerance, time horizon, and goals. Based in Needham Heights, Massachusetts, the firm emphasizes careful asset management to balance growth potential with principal preservation, addressing the needs of clients seeking knowledgeable guidance to pursue retirement objectives and avoid costly missteps.
The company provides investment advice through its registered investment advisor framework, with securities offered through LPL Financial as a separate arrangement. While the office is small, Goodman Advisory Group positions itself within the advisory landscape by working with clients on developing programs that reflect evolving economic conditions, and it highlights its services as part of a broader, independent approach to retirement planning.

Find Goodman Advisory Group, LLC employees' phone numbers or email addresses

Goodman Advisory Group, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Goodman Advisory Group, LLC's Leadership

  • Stylized image of a person
    D. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Director Of Research
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. Z.
    Senior Financial Planning Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Client Service Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Quantitative Research Analyst
    Phone icon
    Mobile Phone

Goodman Advisory Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Goodman Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G.
    President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 21, 2024
  • Stylized image of a person
    S. G.
    President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 21, 2024
  • Stylized image of a person
    S. G.
    Director Of Operations
    Phone icon
    Mobile Phone
    United States
    Oct 20, 2025
  • Stylized image of a person
    J. R.
    Director Of Research
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 09, 2025
  • Stylized image of a person
    A. Z.
    Senior Financial Planning Associate
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 21, 2025
  • Stylized image of a person
    S. K.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 25, 2025
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United States
    Nov 16, 2025
  • Stylized image of a person
    R. C.
    Quantitative Research Analyst
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Mar 25, 2026
  • Stylized image of a person
    A. C.
    Finance Intern
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jul 25, 2024

Frequently Asked Questions

What is Goodman Advisory Group, LLC known for?

Minus sign iconPlus sign iconGoodman Advisory Group, LLC operates in the Financial Services industry. Explore Goodman Advisory Group, LLC's company overview page for more information.

What is Goodman Advisory Group, LLC's most common email format?

Minus sign iconPlus sign iconGoodman Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goodman Advisory Group, LLC email formats with LeadIQ.

How many employees does Goodman Advisory Group, LLC have currently?

Minus sign iconPlus sign iconGoodman Advisory Group, LLC has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Goodman Advisory Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Goodman Advisory Group, LLC's key employees include:

  • President: D. G.
  • President: S. G.
  • Director Of Operations: S. G.
  • Director Of Research: J. R.
  • Senior Financial Planning Associate: A. Z.

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