Sentra Securities

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.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Diego, CA area, John Tanner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Financial Alternatives is a Fee-Only advisory firm based in La Jolla, California, dedicated to providing wealth management services to successful families and professionals. With over 30 years of experience, the firm focuses on delivering unbiased, independent, commission-free advice aimed at enhancing the value of clients' hard-earned wealth. The mission of Financial Alternatives is to guide clients through the complexities of sustaining and transferring wealth effectively. By prioritizing thoughtful advice, the firm strives to help clients navigate their financial decisions and make the most of their success. Generated from the website