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John B. Coughlin, III, CFP®

Raymond James Financial Advisors

Liberty Bank Investment Services
315 Main Street
Middletown, CT 06457
Phone: (860) 344-7278
Fax: (860) 638-2936

Toll-free: (888) 570-0774

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.