Koele Godfrey Investment Group

Flavor 4444 

on Google

6 days ago

They did not convert my Ira to Roth IRA when I asked them to year after year. 10 years of me asking and they still couldn't perform a simple task. And they overcharged me on services they never performed. These guys are not honest and only care about benefiting themselves. Sad 

Dan Maly 

on Google

2 months ago

For too many years I have dealt with financial advisors that simply treat you like a number and you never hear from them. Like one review stated: “I wish I had dealt with Koele Godfrey long ago!” Only recently did I connect with Carey Koele. He explains investing in a simplistic way that made it easy to understand. The office staff simplified my transfers from other investment firms to them. Already I’m comfortable working with this company. Made the move; happy I did! 

Betsy Bale 

on Google

2 months ago

Very disappointed in this company and their communication practices. My husband and I were with Carey for over 5 years. Not once were we contacted to set a meeting. WE HAD TO REQUEST a meeting annually to review our account. Several other communication problems continued to occur over the 5 years. Performance was less than anticipated. We shared with the team our disappointments with no noted improvements. Therefore, we made the decision to transfer to another financial investment firm. Even after the transfer was made there... read more

William Spence 

on Google

9 months ago

My wife and I have had Koele Godfrey as our financial advisor for 25 years. Why my wife and I have a comfortable retirement. My daughter and grandson also have Koele as their financial advisor.