Coghlan Financial Group LLC

★★★★☆
  • 4370 La Jolla Village Dr # 630

    San Diego, CA 92122

    Map & Directions
  • 858-550-3960

About Coghlan Financial Group LLC

Finance

Finance
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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.

5
★★★★★

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.

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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.

5
★★★★★

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.

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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.

4
★★★★☆

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.

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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.

5
★★★★★

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.

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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!

5
★★★★★

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!

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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!

4
★★★★☆

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!

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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 have built a great relationship with the group

5
★★★★★

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 have built a great relationship with the group

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1 out of 1 people found this review helpful.

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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

5
★★★★★

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

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1 out of 1 people found this review helpful.

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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 months since the appointment we had back in 2002 they really do an excellent job

5
★★★★★

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 months since the appointment we had back in 2002 they really do an excellent job

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1 out of 1 people found this review helpful.

.

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.

5
★★★★★

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.

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1 out of 1 people found this review helpful.

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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 financial planning

5
★★★★★

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 financial planning

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1 out of 1 people found this review helpful.

.

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 managing my 401k but after the Seminar they took the time to explain how my plan was set up. They do call at work but I believe they really try and help people with retirement planning. I dont mind a call every week if its going to benefit me

4
★★★★☆

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 managing my 401k but after the Seminar they took the time to explain how my plan was set up. They do call at work but I believe they really try and help people with retirement planning. I dont mind a call every week if its going to benefit me

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1 out of 1 people found this review helpful.

.

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 desist order on his business and proceeds with civil litigation.

1
★☆☆☆☆

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 desist order on his business and proceeds with civil litigation.

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0 out of 1 people found this review helpful.

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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 see if you have any questions.

2
★★☆☆☆

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 see if you have any questions.

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0 out of 1 people found this review helpful.

 

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