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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
The Goff Financial Group is a fee-only and fully independent Registered Investment Advisor serving serving clients' long-term investment needs. We are highly experienced in working with retirees, those near retirement, business owners and other high net worth coupled and individuals.
Matthew Goff (CRD# 2390431) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 23 years of experience in the finance industry.
William Keel (CRD# 2661449) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Katy, TX and has over 28 years of experience in the finance industry. William Keel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Keel (CRD# 1485205) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Katy, TX and has over 37 years of experience in the finance industry.
Mark Kenney (CRD# 4599618) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Katy, TX and has over 21 years of experience in the finance industry.
Aaron Langston (CRD# 6678523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Katy, TX and has over 7 years of experience in the finance industry.
Ruston Lohmeyer (CRD# 7028933) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 5 years of experience in the finance industry.
Stephen Marcom (CRD# 1299681) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Katy, TX and has over 39 years of experience in the finance industry. Stephen Marcom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Marin (CRD# 3006073) is an Investment Advisor Representative working at Marin Financial Group in Katy, TX and has over 26 years of experience in the finance industry.
Tracy Mc Cormack (CRD# 4409940) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Katy, TX and has over 22 years of experience in the finance industry.
Jon McDowell (CRD# 3261443) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Katy, TX and has over 22 years of experience in the finance industry.