ATS Wealth Management

As a member of the Communications Workers of America union, we are in a unique position that has allowed us to establish relationships with many CWA Locals throughout California. In order to address the planning and investment needs of CWA union members, we have established the Coghlan Financial Group Network, which includes advisors in regional offices throughout California. Advisors affiliated with the Coghlan Financial Group Network specialize in financial planning, risk management, retirement and estate planning, portfolio design, asset management services and financial integration. In working with CWA Locals and members, we have a number of services available at our many locations. One such service is our Retirement Planning Review, which is a complimentary report open to all CWA members. This service includes a thirty page comprehensive analysis that helps you determine whether or not you can properly meet your income needs at retirement. Another unique service is our complimentary 401 ( k ) Allocation Analysis, which is a detailed appraisal of your current 401 ( k ) plan allocation and suggests where adjustments should be made if needed. This service includes current 401 ( k ) options as well as any accounts outside of the company plan, such as retail or IRA accounts that may need to be analyzed.Please refer to the listing below to find your specific Local and for information on the office and advisors that service your area. If your Local is not listed, please contact us at ( 800 ) 884-5121 or send_us_an_email for additional information.

Pilar Straw, SagePoint Financial is a trusted financial advisory firm located in La Jolla, CA, serving the local community with personalized financial services. Their dedicated team of professionals is committed to providing clients with comprehensive and independent financial guidance tailored to their individual needs. With a focus on assisting clients in all aspects of their financial lives, Pilar Straw, SagePoint Financial takes pride in offering sound advice and reliable strategies to help individuals achieve their financial goals. For expert financial services in the La Jolla and San Diego areas, look no further than this reputable firm. Generated from their available business information

Since 1922, CSI Financial Services LLC is one of the leading providers of zero- and low-interest loan programs to the healthcare industry in the United States. Located at San Diego, Calif., the company serves both healthcare providers as well as patients across the United States by operating a ClearBalance program which offers monthly payment option and in-house call center staff. Some of its clients include Glens Falls Hospital, Sharp HealthCare, Faxton St. Luke's Healthcare and Florida Hospital, to name a few.