CFG Wealth Management

More Info

General Info

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.

Email

Email Business

BBB Rating

A+

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Payment method

amex, discover, master card, visa

Location

Northern Trust Tower

Neighborhoods

University City, Northern San Diego

Other Links

http://cfgwmt.com

https://cfgwmt.com/contact-us

Other Emails

Email Business

Email Business

Email Business

Email Business

Categories

Retirement Planning Services, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service

Reviews

Details

Phone: (858) 550-3960

Address: 4370 La Jolla Village Dr Ste 630, San Diego, CA 92122

Website: http://cfgwmt.com