Dana R. McLaughlin,  CFP<sup>&reg;</sup> - Financial Advisor

Dana R. McLaughlin, CFP®

C(k)P®, RLP®

Managing Partner

TrinityPoint Wealth

612 Wheelers Farms Rd.
Milford, CT 06461
FINANCIAL ADVISOR'S WEBSITE
(203) 693-8525

General

Dana McLaughlin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrinityPoint Wealth in Milford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified 401K Professional (C(k)P®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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