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Ethan Goodman  Thumbnail

Ethan Goodman

FINANCIAL ADVISOR

 

P:  (860)712-6460

O: (860)313-4806

F: (860)521-2214


As a Financial Advisor, my mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. In addition, I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

I can also provide comprehensive financial strategies and/or focus on one specific area of need. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

I hold an MBA concentrating in Finance from the University of Hartford. I also have over 14 years of financial industry experience with currently active Series 65, Series 7, Series 6 and Series 63 securities licenses along with Life & Health and Property & Casualty insurance licenses.