Googins Advisors Inc is an investment management company with over 50 years of combined financial advice and wealth management experience. We work with doctors, attorneys, professors, CPAs, business owners, teachers, managers, retirerees, organizations, (to name a few) - in the greater Madison, Wisconsin area for more than 30 years. We have many clients who live in other states and many happily retired clients.
We've built our reputation on genuine care and concern for the success of EACH client. We’re small on purpose: it allows us to manage clients’ portfolios one investor at a time, and we’re not affiliated with banks or insurance companies; we’re independent which means your goals and agenda are our only concern.
Comfortable retirements, second homes, assets to use for children’s college educations and weddings - are the goals we help our clients achieve every day.
Whether your assets are in cash, stocks and bonds, collateralized securities, mutual funds, reits, fixed or equity-index annuities, variable annuities, life insurance, government bonds, certificates of deposit, or real estate, we’ll work together to manage your portfolio to achieve individual aspirations.
Our success is attributed to our philosophy and process:
* EVERYBODY gets special treatment with 1 on 1 investment portfolio management.
* We listen to your needs where your goals become our goals.
* We’re independent / not affiliated with banks or insurance companies which may have secondary agendas.
* We’re friendly, approachable and knowledgeable.