We are an independent financial services company, based in Wilmington, Massachusetts, operating as a branch office of Commonwealth Financial Network. We strive to improve the overall financial health of each of our clients. We don’t focus on just one or two financial products or services but instead create custom financial strategies for each client individually. In conjunction, with our broker/dealer we are able to provide access to a full compliment of financial services available to both individuals and small businesses.
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, 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.
