Coghlan Financial Group Inc.
Investing in San Diego, CA
Investing • Financial and Investment Services
Investing in San Diego, CA
Investing • Financial and Investment Services
4370 La Jolla Village Dr.,
San Diego ,
CA
92122
UNITED STATES
858-550-3960
Based on 22 reviews
858-550-3960
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...
858-550-3960
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...
858-550-3960
Retirement
Graydon and the group have been around for quite sometime and are very specialized in the company I work for regarding retirement planning. I have referred many of my friends to him some of which arent part of my company. I trust them and...
858-550-3960
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.
858-550-3960
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...
858-550-3960
Retirement
They gave me a great deal of information on how to plan for retirement at a young age. Most people I spoke too wouldnt give me free advice since I was under 50. It has been 8 years since our meetingand they have kept in contact every 3...
858-550-3960
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,...
858-550-3960
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.
858-550-3960
Coghlan
I have been a client for over ten years now and Coghlan has been extremely helpful in managing my account. They listen to my goals for performance and keep me filled in with the market. I have referred many of my friends to them for...
858-550-3960
Coghlan
I recently attended a Seminar that Coghlan hosted and it was very informative. They provided a great dinner and were really helpful with answering questions about retirement planning. I must admit I had very little experience with...
858-550-3960
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.
858-550-3960
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...
858-550-3960
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...
858-550-3960
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...
858-550-3960
Retirement
Graydon and the group have been around for quite sometime and are very specialized in the company I work for regarding retirement planning. I have referred many of my friends to him some of which arent part of my company. I trust them and...
858-550-3960
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...
858-550-3960
Retirement
They gave me a great deal of information on how to plan for retirement at a young age. Most people I spoke too wouldnt give me free advice since I was under 50. It has been 8 years since our meetingand they have kept in contact every 3...
858-550-3960
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...
858-550-3960
Coghlan
I have been a client for over ten years now and Coghlan has been extremely helpful in managing my account. They listen to my goals for performance and keep me filled in with the market. I have referred many of my friends to them for...
858-550-3960
Coghlan
I recently attended a Seminar that Coghlan hosted and it was very informative. They provided a great dinner and were really helpful with answering questions about retirement planning. I must admit I had very little experience with...
858-550-3960
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...
858-550-3960
Not too sure
I have had this business take care of my finances for several years. I love dealing with Josh but Mr. Coghaln has an arrogant attitude, he is concerned I'm sure but his demeanor does not show it. They call you every now and then just to...Worldwide > United States > San Diego, CA > Investing