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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.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.
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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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