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Home > Financial Planner Directory > New York > Larchmont > John M. Coughlin, Jr., CFP®, CLU, AIF, CASL
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John M. Coughlin, Jr., CFP®, CLU, AIF, CASL

Coughlin Financial Services, Inc.

178 Myrtle Blvd
Larchmont, NY 10538
Phone: (914) 834-1234
Fax: (914) 834-4859

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

About My Practice

 

Experience

Over 25 years experience advising customers on financial decision making.
Twice named to Westchester Magazine list of Top Wealth Managers for Client Satisfaction (2009, 2010).
Named to the Westchester Business Journal List of 20 Top Wealth Managers March 2012.

 

Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: NY, Health/disability insurance: NY, Property/casualty: NY, Fixed annuities: NY, Variable annuities: NY CT
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

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.