Paladin Research Report For:

David Neal

Coburn Financial

6 E. Main Street
Stafford Springs, CT 06076

About David Neal

Our basic philosophy is that "the failure to plan is really a plan to fail". Our mission is helping people find financial success. Financial success is only achieved when people have confidence in a plan of attack that accounts for all their financial goals, it doesn't come from a product, a slogan, or a single investment. Once this plan is built, we help clients carry-out the steps that have the highest probability to pursue their financial success. Our investment philosophy mirrors this common sense approach.

See Disclosures

General Information

Firm Start Year
  • 1923
No. of Employees
  • 20-49

Qualifications & Membership

Firm Information

Compensation and Fees


BA Economics -
  • Eastern Connecticut State University

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


LPL Cash Solicitor Disclosure

Additional Detailed Disclosures


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Coburn Financial, a registered investment advisor and separate entity from LPL Financial. CRPC and CRPS are conferred by College for Financial Planning.

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