Client Portal

FP Portal

Find A Pro Near You

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

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.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

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
Office Locations:
1925 Grand Avenue | Billings, Montana| 59102
5830 E. 2nd Street | Casper, Wyoming | 82609
6710 Professional Pkwy W, Suite 305| Sarasota, FL | 34240
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. 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.
Copyright © 2021 SmartPro Financial LLC. All Rights Reserved.