Our Qualifications

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 more than 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 that concentrates on helping people grow and preserve their wealth.

*Completed the course work for Wharton Certificate in Retirement Planning. The certificate was awarded based on completion of a training program at The Wharton School, University of Pennsylvania.

*Facilitated courses and/or presentations on wealth accumulation and preservation for the following:

Oneida County Bar Association
MVILR at SUNYIT
Syracuse University Athletics
Hamilton College
Herkimer County Community College
Numerous schools and academic instructions.

*Written for the following publications:

The Bulletin (CNY medical journal)
Observer-Dispatch
The Evening Telegram
Rome Sentinel
Various newsletters for corporations & associations

*Membership to the National Financial Planning Association

*Membership in the prestigious Million Dollar Round Table