The Anderson Wolf Godsey Group offers comprehensive and modern advice. We are high tech, high touch. We are committed to learning everything we can about our clients, developing deep connections so we can truly give them the personalized service and attention they deserve. That means helping them identify needs that they may not realize they have and uncovering the things that otherwise would hit them with surprise.
The Anderson Wolf Godsey Group believes the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
CFP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
