CoughlinGiambrone

Financial Strategies for Quality of Life

Dennis D. Coughlin has been a financial service professional since 1996. He graduated from the State University of New York with a degree in Finance and a concentration in Accounting. He recently completed the course work for a Wharton Certificate in Retirement Planning. Dennis takes great pride in spending time with his wife, Jennifer, and children, Alexandria and Jacob. They reside in Whitesboro, New York.

Christopher C. Giambrone has been a financial professional since 1996. He has two Business degrees from the State University of New York. He also recently completed the course work for a Wharton Certificate in Retirement Planning. Chris enjoys spending quality time with his wife, Bre', and their sons, Chase and Ashton.  They live in New Hartford, New York.

Working as a team, Chris and Dennis focus on helping individuals and businesses alike in asset allocation through the development of comprehensive financial strategies. They conduct numerous seminars and workshops each year for employers and professional organizations throughout New York State. They have developed a national clientele with clients in 15 states.

Using their financial experience as a stepping-stone, they have accomplished the following within their first 10 years in business:

  • Formed CoughlinGiambrone, a financial services business which concentrates on helping people grow and preserve their wealth
  • Awarded the title of Retirement Planning Specialist by AXA Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business
  • Facilitated courses and/or presentations on wealth accumulation and preservation for the following:        
               -Oneida County Bar Association
               -
    Mohawk Valley Institute for Learning in Retirement at SUNYIT
               -Syracuse University Athletics
               -Hamilton College
               -Herkimer County Community College
               -Numerous schools and other academic institutions
  • Written financial articles for the following newspapers and publications:
                -The Bulletin (CNY Medical Journal)
                -Observer-Dispatch
                -The Evening Telegram
                -Rome Sentinel
                -Various newsletters for corporations and associations
  • Attained membership to the National Financial Planning Association
  • Qualified for membership in the prestigious Million Dollar Round Table
  • Achieved the recognition of Regional Leaders Corps, National Leader Corps, Centurion and Circle of Excellence through their Broker-Dealer, AXA Advisors, LLC.

They both enjoy golfing, skiing, exercising and basketball. 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

More Newsletters →

May 16, 2008 @ 02:52 PM

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