Service and Resources

Service Excellence
As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your expectations. We take pride in building long-term client relationships that evoke confidence and trust in our devotion to client goals and the knowledge and services we provide.

A Vast Set of Resources
Our team is backed by a diverse array of in-house financial experts from every discipline. Together, we have the knowledge and capability to provide solid answers and advice to help meet any client need, regardless of how large or complex. Commonwealth Financial Network has also developed partnerships with many of the largest and most prestigious financial organizations in the world to augment our ability to deliver a full array of services and products to meet the growing demands of clients in today’s global economy.

We prefer fee-based client relationships. A fee-based compensation structure better aligns us with our clients’ financial goals and objectives. We're also independent and free from the pressures of promoting a particular product or strategy. We are solely dedicated to the pursuit of your financial goals.

Financial Solutions
In order to help achieve your objectives, we deliver a wide range of financial solutions, including:

  • Wealth Planning
  • Retirement Planning
  • Insurance Planning
  • Educational Savings Planning