THE COMMONWEALTH AGENCY

Our objective is to help individuals and business owners to build, protect, and preserve their family's income. Our belief is that income, whether it is earned or unearned, drives your family's goals and dreams. We help our clients to define and quantify their personal goals. We then help them to create and implement a plan that is designed around their planning objectives. Subsequently, we help them to exercise the discipline necessary to attain those goals through our monitoring and review processes... Our goal is to build long-term relationships with our clients by consistently providing the highest quality of personal service and access to sound financial strategies. We continuously evaluate the quality and performance of our products and services in order to ensure their continued effectiveness... We appreciate your interest in The Commonwealth Agency, Inc., and we sincerely look forward to helping you and your family work toward your planning goals.

Also known as: The Commonwealth Agency, Inc.

Primary location: Fishkill United States