Commonwealth Financial Network - Middletown, New York

Commonwealth Financial Network: A Dedicated Financial Planning Service

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Commonwealth Financial Network presents itself as a reputable and accessible service provider. Located at Address: 110 Crystal Run Rd, Middletown, NY 10941, and reachable at Phone: 56955333, this firm specializes in delivering comprehensive financial planning solutions. Currently, the company maintains an active presence on Google My Business, although it has yet to garner any customer reviews – a factor that warrants careful consideration for potential clients.

About Commonwealth Financial Network

Commonwealth Financial Network is a registered investment advisor (RIA) that provides wealth management services to a diverse clientele. Unlike traditional brokerage firms, Commonwealth operates on a fee-based model, meaning they primarily earn compensation through fees charged to their clients, rather than commissions on trades. This structure is designed to promote objectivity and prioritize the client’s best interests. The firm’s core philosophy centers around building long-term relationships and offering personalized strategies tailored to each client’s unique financial goals, risk tolerance, and time horizon. They emphasize a holistic approach to wealth management, encompassing retirement planning, investment management, estate planning, tax planning, and insurance needs.

Key Features and Services

• Comprehensive Financial Planning: Commonwealth’s primary service is crafting individualized financial plans that address all aspects of a client’s financial life.
• Investment Management: They offer portfolio management services, constructing and managing investment portfolios aligned with a client's objectives.
• Retirement Planning: A significant portion of their service involves developing strategies for a secure and comfortable retirement.
• Estate Planning: Commonwealth assists clients in planning for the transfer of assets and the management of their estates.
• Tax Planning: They work with clients to optimize their tax strategies, minimizing their tax liabilities.
• Insurance Planning: They analyze insurance needs and recommend appropriate coverage to mitigate financial risks.

The firm operates with a commitment to transparency and integrity, adhering to strict regulatory guidelines and ethical standards. Their advisors are held to a high level of professionalism and are dedicated to providing unbiased advice.

Accessibility and Facilities

Commonwealth Financial Network prioritizes accessibility for all clients. The office location at 110 Crystal Run Rd, Middletown, NY 10941 is equipped with several features to accommodate individuals with disabilities, including a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. These provisions underscore the firm’s commitment to inclusivity and ensuring a comfortable experience for everyone.

Client Feedback and Reputation

Currently, Commonwealth Financial Network has 0 reviews on Google My Business. This lack of reviews presents a challenge for prospective clients seeking social proof and insights into the firm’s client experience. While this initial absence of feedback doesn’t necessarily reflect the quality of the service offered, it does highlight the importance of conducting thorough due diligence and seeking independent opinions before engaging with any financial advisor. It’s crucial to investigate further, perhaps by contacting former clients or seeking referrals from trusted sources.

Average opinion: 0/5 reflects this currently neutral standing. The firm’s success will hinge on building a positive reputation through consistent delivery of high-quality service and client satisfaction.

Contact Information and Additional Details

• Address: 110 Crystal Run Rd, Middletown, NY 10941
• Phone: 56955333
• Website: (Currently no website available)
• Specialties: Financial Planner
• Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom

Potential clients are encouraged to schedule a consultation to discuss their specific financial needs and explore how Commonwealth Financial Network can assist them in achieving their financial goals. Given the absence of a website, direct contact via phone is the most effective method for initial inquiries and scheduling appointments.