New 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.

Merlone Geier Management is a prominent player in West Coast commercial real estate, specializing in the development and management of retail-driven and mixed-use properties from Seattle to San Diego. With over 32 years of expertise, the company has successfully transformed more than 170 neighborhood retail properties, raising over $4.5 billion in capital through lease-up, repositioning, redevelopment, and management optimization. The firm is currently involved in several notable projects, including NOHO West, Delta Shores, and the Village at San Antonio Center, which feature a mix of national retailers, restaurants, and community spaces. Their commitment to sustainability and community enhancement is evident in their extensive redevelopment efforts that create vibrant, walkable environments for living, working, and shopping. Generated from the website