Why is it important to work with a fiduciary? A fiduciary is legally required to put clients’ best interests first — even when it is not profitable to do so — and to disclose all conflicts of interest.

The key to any successful relationship is regular, two-way communication. Your peace of mind is important to us, and your well-being comes first. Whether you’re planning for retirement, or simply want a review of your current financial situation, call us to schedule a no-obligation meeting. We will assess where you are and suggest ways to improve.

Godfrey Financial Associates is a woman-owned financial planning firm located just outside Albany, NY. Our independent financial advisors have provided financial services such as retirement planning, investment management, estate planning, and insurance planning to New York's Capital Region since 1995.

Our company has been owned, operated, and overseen by company president Kathleen Godfrey for over two decades.