Andrea Loughlin

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Andrea Loughlin is a financial consultant based in Melville, New York, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to the unique goals and needs of her clients. Andrea employs a thorough discovery process to understand each client's situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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