John Coughlin has 30 years of experience assisting clients worldwide regarding financial decision-making. He has worked with several nationally recognized securities firms including Shearson-Lehman Brothers, Oppenheimer & Co. and Donaldson, Lufkin & Jenrette before establishing Coughlin Financial Services.
When the United Nations Federal Credit Union (a financial institution with billions of dollars in assets and 35,000 members worldwide), sought to expand the investment options available to members beyond ordinary deposits, they chose John Coughlin to establish The Investment Centre at UNFCU.
John has provided financial advice to hundreds of individuals and business owners during his career. His strengths include his ability to listen to the needs and concerns of clients, analyze situations, identify potential problem areas and untapped opportunities, explain investment options fully and manage client assets to achieve desired objectives.
John has been named to the list of top financial advisors by both Westchester Magazine and Westchester County Business Journal multiple times.
Contact us to schedule a free consultation at (914) 834-1234 or by email firstname.lastname@example.org