Rick Godfrey Sr.

As a Investment Advisor with over 20+ years of experience in investing and insurance, and a Dave Ramsey SmartVestor Pro since 2012 Rick Godfrey Sr., has a passion for teaching and utilizing common sense solutions when it comes helping his clients reach their long-term financial goals.

Rick is a big Dave Ramsey fan and follows his financial principles 100% of the time when working with his clients. In addition, he is honored to serve on Dave Ramsey’s SmartVestor Pro Council.

He understands that it can be emotionally draining to find someone you trust with something as important as finances, and values lifelong client relationships. Ultimately, Rick’s goal is to help guide his clients become debt-free and financially independent, and he’s there to guide them every step of the way.

Rick resides in Bradenton, Florida with his wife Chris, but also commutes regularly to his “home away from home”, Montana/ Wyoming. In his free time, Rick enjoys spending time with his wife and family, traveling, enjoying the great outdoors, and being involved in his church.

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More About Rick:

Dave Ramsey SmartVestor Pro for Investing since 2012
20+ years of experience in financial services
Serves on Dave Ramsey’s SmartVestor Pro Council
Co-founder of SmartPro Financial
Series 6, 26, 63 and 65 Securities License
Life and Annuity Insurance License

Locations Served

Contact

richard@smartprousa.com
(406) 321-0083
(941) 321-2132

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State Licenses

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.