Coughlin Financial Services is an independent Registered Investment Advisor. We don’t work for, or accept any income from a bank, brokerage firm or mutual fund company. As a result, unlike other financial planners, we’re not under pressure to market products to our customers for any reason other than for their best interests.
Coughlin Financial is your unbiased advocate in any transaction, putting your interests first. We work for you!
Coughlin Financial President , John Coughlin, is a Certified Financial Planner®, Chartered Life Underwriter®, Accredited Investment Fiduciary®, Registered Life Planner ® and a Chartered Advisor for Senior Living® with over 25 years’ experience.
John has worked with the nationally recognized securities firms of Shearson-Lehman Brothers, Oppenheimer & Co. and Donaldson, Lufkin & Jenrette prior to establishing Coughlin Financial.
For the third year, John has been named to the top Five Star Wealth Managers for 2013. Only 3% of all wealth managers in the Westchester County NY market receive this prestigious award.
Learn more about this award here.
John was also named to the top 20 Wealth Managers as published in the Westchester County Business Journal in 2012.
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