Our mission is to deliver objective, strategic, and prudent advice designed to preserve, grow and transfer your assets to help meet your present and future financial needs as they change.
We will work closely with you to help you set clear goals
and identify any gaps. Then we will provide information as
well as recommend strategies to help you determine their
possible impact on your situation.
We can help take the mystery out of complex financial
issues by working with your own tax and legal consultants,
as well as our team of talented specialists. As a member
of Savior Wealth we can deliver a wealth of resources from fee planning for individuals to 401(k) plans and employee benefits for business owners.
With our numerous partnerships, technological capabilities and deep level of experience (over 20 years) McLaughlin Financial Consulting can help you no matter what the need is.
Call us or email today for a no cost or obligation appointment
Charles Schwab - TD Ameritrade - Savior Wealth - Vanguard Investments - Fidelity Investments - Blackrock - Dunham Trust Services - Goldman Sachs Bank - BNY Mellon - John Hancock - Mass Mutual - Wisdom Tree Investments - NextPhase - Black Diamond - Redtail CRM - Delaware Trust - Highland Capital Brokerage - American Funds, Jackson National, Athene, American Natioal and many more
Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. Securities are offered through Securities America, Inc. (SAI) member FINRA/SIPC. Investment advisory services are offered through The Patriot Financial Group, LLC dba McLaughlin Financial Consulting. SAI is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SAI. This communication is strictly intended for individuals residing in the states of FL, NM, SC, NH, ME, RI, NJ CO, and MA. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. McLaughlin Financial Consulting, The Patriot Financial Group and Securities America are all separate entities.
OTHER PARTNERS INCLUDE
Charles Schwab - TD Ameritrade - Vanguard Investments - Fidelity Investments - Blackrock - Dunham Trust Services - Goldman Sachs Bank - BNY Mellon - John Hancock - Mass Mutual - Wisdom Tree Investments - NextPhase - Black Diamond - Redtail CRM - Delaware Trust - Highland Capital Brokerage - American Funds and many more
Copyright © 2018 McLaughlin Financial Consulting - All Rights Reserved.
Powered by GoDaddy
Current Schwab Value Advantage Money Fund Investor Shares (SWVXX)
paying over 4.6% gross - 7 day yield
Call for more info!