Coghlan Financial Group LLC

T J. 

on Insider Pages

13 years ago

My recommendation The advisors here are the best I've met with in San Diego. Not only do they know what they're doing, but they're very helpful and always available to answer my questions. I'm very happy that I went with them. 

J H. 

on Insider Pages

14 years ago

Client I am a new client of Mr. Coghlan's. After meeting with him, he provided me with several references whom I found only had nice things to say about their business with Coghlan Financial Group. Compared to all of the advisor's I met with, Mr. Coghlan's approach was the most beneficial to how I wanted to set up my retirement plans. I am very pleased with the plans set up for me so far. 

t k. 

on Insider Pages

14 years ago

Great event I just attended an event that Coghlan put on. They were very friendly and took the time to talk with me specifically about my retirement plans. It was a very nice event, I'd recommend them. 

m b. 

on Insider Pages

14 years ago

Graydon I just had a meeting with Graydon Coghlan. He personally took the time to explain to me changes that were occuring in my company 401(k) that was never brought up to me at work. He was very helpful, knowledgeable, and had a great reputation from my co-workers. I would definitely suggest meeting with Graydon. 

j j. 

on Insider Pages

14 years ago

Free seminars I recently received a call from someone at Coghlan Financial Group inviting me to an investment strategies seminar. They were very friendly, and knowledgable. They were very accomodating about my work time, and gave me a call back when I was free to talk. I was happy to hear that their seminar was free and I'd even get a free dinner! It sounded like their seminar would be very helpful since I need to start thinking about retirement soon. Glad I got the call! 

S J. 

on Insider Pages

14 years ago

financial Services I had a meeting with there Vice President Josh, he was a real educated individual and explained in details how my portfolio was allocated and how Coghlan selects the proper funds based on my circumstances. Coghlan has been working with my company for more than ten years and they really specialize in Retirement Planning, I liked how they really cared about my expectations for returns 

S S. 

on Insider Pages

14 years ago

Financial services I received an email regarding how there are many changes going on with the company that I currently work for. I emailed back and asked if someone could explain what was happening. I got an email back within 15 minutes and set up a time for me to speak with a representative. The man explained what the changes were and even offered me a Complimentary 401k analysis. I was thrilled with what they did for me. 

M K. 

on Insider Pages

14 years ago

Fraudulent These people do not understand what it means to be taken off their calling list. I have no interest in their services but every month I receive at least one call. If you visit their website, it is clear that they claim to provide retirement planning services for companies with which they have no affiliation and have the audacity to solicit people at their place of employment. J. Graydon Coghlan needs to revisit his business ethics and create a new business model before one of these companies slaps a cease and desi... read more

B W. 

on Insider Pages

14 years ago

Coghlan Financial Group I have been going there for the past 2 years and have referred many of my friends and coworkers as well. I've spoken with Graydon and Josh. Both of whom takes the time to meet with me and explain any questions I have. They are very helpful, and always available to talk whenever I call their office. I strongly suggest going to them!