Godfrey Financial Associates, Inc.

Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services. Outside of her advisory role, she serves as an alternate trustee for Demberg Farm LLC and is a certified notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary portfolio management and financial planning. The firm customizes portfolios across various asset classes and employs both long- and short-term strategies, while also providing access to licensed insurance products through its representatives.

Tiffany Soricelli is a financial advisor with Godfrey Financial Associates, Inc. and holds Series 63 and Series 65 licenses, with nine years of industry experience. Her prior roles include positions at Virtuoso Asset Management LLC, Marshall & Sterling Wealth Advisors, LPL Financial, and Northwestern Mutual. Outside of financial advising, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and other business entities, offering discretionary portfolio management and financial planning. The firm customizes portfolios across various securities and employs ongoing monitoring and periodic rebalancing, often recommending outside professionals for legal, tax, or insurance needs.