McLaughlin Wealth Management
McLaughlin Wealth Management

McLaughlin Wealth Management

contact for price

Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: I have been active in the financial services industry since 1983, providing services to individuals, families, small business owners and their employees. I believe everyone deserves quality, professional financial advice regardless of your AGE or your ASSETS. I believe that those who are currently living life, paying bills and trying to save will benefit the most from our services. It is my Mission to provide the Tools, the Education and the Assistance with the heavy lifting that leads to my clients' successful implementation and management of their financial plan. As a Financial Life Planner it is my belief that everyone deserves "TRUE" Wealth Management. What I mean by this is as follows: I promise to deliver a full range of financial services and products to clients in a consultative way. By being consultative, I can be truly client-centered. As a wealth management advisor, I meet clients without any presupposition about what financial products or services are appropriate for that individual. My overriding objective is to understand the person and find out what’s important and why. Then I am able to advise, provide and deliver the suitable financial products, services and solutions that can be implemented with success while allowing for flexibility in the future. It's about YOU. YOUR Life, YOUR Plan, YOUR Wealth. Together, We'll Get YOU There! DAMcLaughlin I enjoy helping clients realize their dreams are possible. I enjoy the process and sharing in the HEAVY LIFTING. I especially enjoy being there to see them succeed and share in their celebration.
Overview

Background checked

License verified

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

1 photo

Reviews
5.0

3 reviews

5
100%
4
0%
3
0%
2
0%
1
0%


pro avatar
Cheri B.
Jan 4, 2017
Mr. McLaughlin help me with my finances and retirement funds. He was very, very helpful and knowledgeable. I would recommend him very highly.
pro avatar
Ross B.
Jan 4, 2017
A review of McLaughlin Wealth Management While I haven't employed Darrell McLaughlin's services a very long time, I immediately felt most comfortable with both his knowledge and judgment in helping me improve my existing investments. My wife and I look forward to a long and profitable relationship with Darrell. Ross Barker, Portage, MI January 2017
pro avatar
Carol G.
Jan 5, 2017
I had the pleasure of meeting and working with Darrell after the passing of my mother three years ago. Darrell was extremely supportive while working with me through the probate, settlement, and closing of my mother's estate. Darrell was also there to assist me with my finances during my separation and divorce three years ago. This was a very difficult and emotional time for me and Darrell was always there without hesitation to support me through both of these unfortunate circumstances. He told me exactly what I needed to do to reach the goals I had set, and if I followed his words of advice I would be successful in reaching those goals. I am proud to say that after following his plan I was able to purchase a new home as well as pay off my debts with money left over to invest. I sincerely feel I would not be where I am today without Darrell's guidance and support. When Darrell contacted me to tell me about starting his own business, I didn't hesitate to meet with him and discuss making that move with him. Darrell is extremely knowledgeable in every aspect of handling finances. He is an honest, caring, and sincere individual with nothing but your best interest in mind. I highly recommend the services he offers. Since making the move with Darrell a couple of months ago my balance is almost back to the original amount I invested two years ago. Respectfully Carol Gates
Credentials
License

License Type: Insurance - Agent (MI)

Background Check

Darrell Mclaughlin