Category
Updates
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2022 VIRGINIA’S BEST FINANCIAL PLANNING FIRM
Jul 07, 2022 |
1 Minute ReadThank you to the readers of Virginia Living magazine for again voting Good Wealth Management as the Best Financial Planning firms in their most recent “Best of Virginia 2022”. We are honored to have earned a coveted spot on the list for the sixth year in a row.
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As a firm that serves clients in 20+ states from our office in Harrisonburg, Virginia we extend a heartfelt thank you to our clients, our friends, families, and everyone who has supported us over the years. It is a privilege to serve you. Our main priority is serving our clients with individualized financial… -
DANIEL URIBE HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
May 27, 2022 |
2 Minute ReadFOR IMMEDIATE RELEASE
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DANIEL URIBE HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS — May 23, 2022 — Daniel Uribe, an independent LPL Financial advisor at Good Wealth Management in Harrisonburg today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 7% of the firm’s more than 19,000 financial advisors nationwide*.
“I congratulate Dan on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Dan with… -
What Financial Advice Would You Give Your Younger Self?
Mar 11, 2020 |
2 Minute ReadWhat Financial Advice Would You Give Your Younger Self? There are 4 lessons that we could have all benefited from hearing. We hit the streets of downtown Harrisonburg, Virginia to see what advice Baby Boomers wish they could have heard when they were younger and what they would do differently with their money. Start saving early Pay yourself first Save as much as you can Avoid using credit cards To find out more tips on what financial advice people wish they knew when they were younger, watch the video below! 1. Start Saving Early Out of all of the advice received, this piece of advice…
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Dan Uribe Recognized as a Top Financial Advisor by LPL Financial – 2019
Apr 13, 2019 |
2 Minute ReadFor immediate release Contact: Shelby Lopez 703-879-7910 info@goodwm.com Dan Uribe Recognized as a Top Financial Advisor by LPL Financial Fairfax, Virginia – March 15, 2019 – Daniel Uribe, an independent financial advisor affiliated with LPL Financial at Good Wealth Management in Fairfax, VA and Harrisonburg, VA, announced today his inclusion in LPL’s Patriot’s Club. This premier award is presented to less than 8% of the firm's more than 16,000 LPL financial advisors nationwide. “I congratulate Dan on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with…
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Free Portfolio Risk Analysis
Feb 24, 2019 |
0 Minute ReadWhat’s YOUR speed limit? - Does your portfolio fit you? Your risk number is like a speed limit. While you may feel comfortable driving 65 MPH under normal conditions, other drivers wouldn’t dare to reach 50 MPH. And when the weather changes, you drive slower. Just as weather conditions fluctuate, so do the markets. So what’s YOUR speed limit? Let’s find out in 3 easy steps! Your risk number will indicate to you what your “comfort zone” really is as a driver (or investor). You may find that you are driving over your personal speed limit, or that you should slightly increase the…
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2017 Best Financial Planning Firm – Virginia Living Magazine
Dec 07, 2018 |
0 Minute Read2017 Virginia’s Best Financial Planning Firm Virginia’s Best Financial Planning Firm. Thank you to the readers of Virginia Living magazine for nominating Good Wealth Management as one of the 2017 “Best of Virginia,” in the category of Best Financial Planning firms. We are honored to have earned a coveted spot on the list.
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As a firm that serves clients in 20+ states from our offices in Harrisonburg and Fairfax, we extend a heartfelt thank you to our clients, our friends, families and everyone who has supported us over the years. It is a privilege to serve you. Our main priority is upholding…