linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Henry C Godfrey

Safe Harbor Retirement Planners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Henry? Claim Your Profile

About Henry C Godfrey

Henry C. Godfrey is a financial advisor with Safe Harbor Retirement Planners. Henry is a registered representative and investment advisor representative with over 15 years of experience in the financial services industry. Henry earned their Series 7 and Series 66 licenses in 2006. Prior to joining Safe Harbor Retirement Planners in 2009, Henry was a financial advisor with Merrill Lynch for over 3 years. Henry is a Maryland licensed insurance agent and holds a specialization in the fields of Retirement Planning, Estate Planning and College Savings. Henry's firm provides advisory services that include financial planning, pension consulting, educational seminars and portfolio management for individuals.

Firm Information

Henry Godfrey is currently registered with Safe Harbor Retirement Planners. Safe Harbor Retirement Planners is an independent investment advisor registered with the Securities and Exchange Commission (SEC). They offer financial planning and portfolio management services to individuals, including high-net-worth individuals. They also provide pension consulting and educational seminars. The firm manages approximately $86.45 million in assets for 595 clients.

$86.45M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Henry Godfrey’s Registration & Firm History

MD

01/03/2018 - Present

Safe Harbor Retirement Planners (ABINGDON MD)

MD

02/22/2006 - 01/06/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEL AIR MD)

Not sure if Henry C Godfrey is right for you?

Licenses & Designations

BOTH

Issued 03/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry C Godfrey.
Not sure if Henry C Godfrey is right for you?