Our Firm

Located in Zeeland, Michigan, Koele Godfrey Investment Group is an independent financial services firm founded in 2003 by Carey Koele, with Jack Godfrey joining in 2004. Then Richard Van Dorp joined the firm in 2007 also as an investment consultant.

Carey, Jack, and our Koele Godfrey team serves people interested in developing comprehensive financial strategies they can use over a lifetime. And you may be surprised to learn that we don't start by looking at your investments or by recommending products to you.

Instead, we work with you to dig deep into your current financial situation as well as your goals for the future. That means everything — from budgeting and tax strategies to insurance and charitable giving as well as saving for college, retirement, and long-term care. As important as they are to financial health, looking at your investment strategies comes second to those basics.

Next up: A financial “tune up,” where we look at your current picture and suggest adjustments and additional investment options that can complement what you already have. We also can help you identify if your investments carry too much risk and show you how to identify your ideal balance between risk and return.

Every step of the way, every day, you can count on Koele Godfrey's core values:

  • Honesty. We not only suggest strategies to make your financial plan stronger, we also look for ways to save you money throughout the process.
  • Full disclosure. When you invest with Koele Godfrey, we structure our interactions to your benefit. Commission or fee-based services work for some and not for others. We will lay out the details and help you decide what's right for you.
  • Compassion. Financial planning can be an emotional process as you consider your lifetime ahead. At Koele Godfrey, we work to empower our clients with the knowledge they need to understand the decision they face.

Contact Koele Godfrey today to get started securing your family's financial future.