CALIFORNIA CONSUMER

Our word is our reputation, and our reputation is the core of who we are. We work diligently to build and grow trust with you through honesty and transparency. There is no hidden agenda or fees. Every question is covered. Whether those details are pros or cons, they are explained and answered. You deserve nothing less... As independent advisors, we're free from arbitrary sales objectives and proprietary product constraints. We believe this is essential in today's environment to keep your best interests in mind. Our independence and fee-based service allow us to give you the focused attention and commitment that come from being a small business, combined with the resources and research capabilities of Commonwealth Financial Network®, one of the nation's largest independent broker/dealers*. (*As of 9/22, based on self reported AUM datat from 47 participating firms in the 2022 Financial-Planning.com IBD Elite Survey... We work closely with you to understand and help define your needs...

Primary location: Danbury United States