First Solution Financial Services

Permanently closed
6170 Innovation Way
Carlsbad, CA 92009

First Solution Financial Services, founded in 2005 and based in Carlsbad, California, offers a diverse range of financing options tailored for risk retention group policyholders. The company is dedicated to providing exceptional solutions and service to both finance customers and partners, including program administrators and retail brokers.

Maintaining all necessary licenses and insurances, First Solution Financial Services operates in compliance with state regulations, ensuring a premium financing experience. The firm collaborates closely with its partners, utilizing customized APIs to enhance policy management and accounting processes.

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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.
United StatesCaliforniaCarlsbadFirst Solution Financial Services

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