We are a full service financial services firm based in Wilmington, Massachusetts. Although we share our company name with Commonwealth Financial Network, our privately owned Broker-Dealer and Registered Investment Advisor, we are an independent owner operated business.
Our affiliation with Commonwealth provides us with access to an array of screened investment products, research, industry experts, customer support resources and extensive back-office capabilities. Our, and Commonwealth?s, independence ensures that we are always free to select investments and provide advice that best suit the needs of our clients while avoiding the potential conflicts of interest that can arise withlarger firms that create and sponsor their own proprietary funds or products.
In conjunction, with our Broker-Dealer, we are able to provide access to a full compliment of financial services for both individuals and our small business clients.
For Individuals:
Investments
Traditional Brokerage Services
Fee-Based Wealth Management
Traditional & Roth IRAs
401(k) Rollovers
529 College Savings Plans
Financial Planning
Financial Consulting
Comprehensive Financial Planning
Investment Consulting
Retirement Planning
Business Planning
Education Planning
For Small Businesses:
Employer Services & Employee Benefits
Business Continuity Planning
Various Small Business Retirement Plans
401(k) Plans, 403(b) Plans, 457 Plans
401(k) Advisory Services
Deferred Compensation Plans
Employer Sponsored 529 Plans
Educational Seminars – Various Topics
Insurance Products:
Individual & Small Business
Fixed & Variable Annuities
Life Insurance
Long-Term Care Insurance
Commonwealth Financial Network 226 Lowell Street, Suite 1-A-1 Wilmington, MA 01887 Tel (978)658-5626 - Fax (978) 658-6468
This communication is strictly intended for residents of CA, CO, CT, DC, FL, MA, ME, MI, MN, NC, NH, NY, OH, RI, TX, VT & WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Robert Esdale is a Registered Representative and Investment Adviser Representative with/and Offers Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
