Merlone Geier

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.

Pacific Horizon Management, located in San Diego, CA, offers expert property management services to maximize the value of real estate investments. With a team of Certified Property Managers and Real Property Administrators, they provide comprehensive management expertise to enhance the financial performance of clients' portfolios. Entrusting investments to Pacific Horizon Management ensures that property owners receive top-notch service from industry professionals who are dedicated to optimizing the value of their assets.Generated from the website

New Management, Inc. is a San Diego-based company that offers a range of educational resources and products for teachers and educators. With a dedicated team of experts, they provide classroom tips, downloadable files, books, seminars, and teaching materials to enhance the learning experience. For inquiries about ordering or product information, customers can reach out to Michelle Adams, while general questions can be directed to Debbie Morris. Additionally, Rick Morris is available to assist with teaching-related queries and educational apps. With their commitment to education and support, New Management, Inc. is a trusted resource for educators in San Diego and beyond.Generated from the website