Overview

Money means different things to all of us and what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That's why, at Commonwealth Financial Network®, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Client investment services include:

  • Retirement - pre and post
  • College planning
  • Short-, medium-, and long-term goals
  • Fee-only services
  • Fee-only asset management
  • Financial analysis of divorce settlements
  • Business retirement strategies to Recruit, Retain, and Reward using such plans as a
    401(k), SEP, profit-sharing, and money purchase

We also offer a variety of investment vehicles, including:

  • Stocks
  • Bonds, CDs
  • Treasuries
  • Mutual funds
  • Annuities
  • Managed accounts
  • Life insurance and long-term care
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