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Congratulations to Charlotte! 

Congratulations to Charlotte! 

Congratulations to my daughter, Charlotte Guinot, on passing her Series 65 (Uniform Investment Adviser Law Exam) on July 15, 2023. Charlotte joined the business in January of 2020 and since then has been working on obtaining several licenses. I am proud to say she is now officially a Financial Advisor!

EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

At McLoughlin Financial LLC, our focus is on a personal approach to investing. We take time to listen to your goals and help create a plan for you that fits your needs. As a Father-Daughter team, we enjoy getting to know your family and helping you pursue financial wellness.  By working with us on a plan now, you can be on your way to the lifestyle you desire. 

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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MEET OUR TEAM

Charles H.  McLoughlin

Charles H. McLoughlin

Financial Advisor

Charlotte  M. Guinot

Charlotte M. Guinot

Financial Advisor

LET'S GET CONNECTED

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