We are grateful to those clients who have shared their support of our work and attested to our special business relationship.
“Knowing that I have entrusted my financial planning and management to John Coughlin allows me to sleep soundly. I completely trust him. John was my Father’s financial planner for a good twenty years. After my Father passed he helped develop a portfolio of investments from my inheritance in the form of an IRA. He also helped me invest the proceeds from a lawsuit settlement. I know that my Father was a very high maintenance client, but John handled him with kindness, managing his concerns and questions, and reaching out with ideas, tips and suggestions. Like my Father before me, I value John’s knowledge of the financial world. His demeanor as a soft-spoken, non-aggressive financial planner certainly goes against the grain, that’s just one of the reasons I trust his counsel completely. It runs in the family.”
“I cannot over-estimate John’s importance to me. For more than twelve years, John has become much more than my financial planner, he’s the first person I call to discuss any type of financial opportunity or concern. I was initially referred to John in 2003 by another one of his clients. It was a very difficult time in my life. I had been laid off from my work and I was trying to protect my IRA containing stock that was plummeting in value. Important as my investment was to me it was still a relatively small amount. Regardless, John gave me the type of attention I thought was he might reserve for more major clients. I found out later that this was the way he treated all his clients, large or small! Along the way I introduced John to other family members including my 85 year-old Mother and my brother. John gave them both some key advice about their individual portfolios. I can’t say enough great things about John. From the moment I met him he was professional and reassuring. I value his expertise so much that he has become my financial planner and confidante. I would recommend him to anyone considering financial planning, young or old, large investment or small.”
New Rochelle, NY
“John Coughlin has helped me grow my portfolio consistently over a span of 35 years. Coughlin Financial has provided services to my husband for many years. When he died and our portfolio was entrusted solely to me, I was confident that John Coughlin would provide the same services that we had been accustomed to. When my husband and I got married 30 years ago, I was very skeptical about trusting a financial planner. I am happy to say that John Coughlin has proved my skepticism wrong. After five years working with him directly I have complete faith and trust in his abilities to treat me honestly and fairly, and not only that, he has improved my overall net worth. Once a year John personally visits me at my home in South Jersey to thoroughly review my portfolio. He never makes you feel like he is trying to sell you something. I like that. I’d recommend him without reservation.”
“I could say that he was a very honorable guy, but that wouldn’t do him justice. John is honest, trustworthy, and exceptionally responsive to our needs. From our very first meeting with John about six years ago, my wife and I were convinced we had found the person who could manage our financial planning throughout our retirement years. John, however, does a lot more than simply managing our portfolio. He gave advice on budgeting, establishing a monthly draw, and tax planning. John even discussed tax friendly states for retirement. He made a point to get to know us so that he could personalize his decisions according to our risk tolerance. It became clear that John works in partnership with his clients.
I could say that John is an honorable man, but that wouldn’t do him justice. He is honest, trustworthy, and most responsive to our needs. He is also a very nice person, most genuine. John rates as a 10 out of 10. We take pride in introducing him to family and friends. In the ever-changing world of finance, choosing John to be our financial advisor makes us look good!”
Rusty and Patty Loizeaux
Greenwood Village, CO
“When you work with John Coughlin you quickly find out that you are personally, far more important than any money he might earn from your association. My daughter first introduced John to me about a year and a half ago. Since that time he has helped me with financial planning and life planning. Yes, “life planning” from a financial planner is a pretty unusual combination, but I think it’s fantastic! After all, how can you plan your financial future if your lifestyle objectives and needs are unclear? Although Life Planning is not a typical part of financial planning I think it’s the missing link. Of course, John is not a typical financial planner so it’s a perfect fit for him and I. The great news is that Coughlin Financial has performed beyond my expectations. John is completely accessible, and best of all, he doesn’t judge you by how much money you make, he is always respectful. I completely trust his ethics, he’s really smart and knowledgeable. I’d refer him any day!”