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Commonwealth Financial Services LLC

EST. AUM
$994,745,926

CONTACTS
2

CLIENT ACCOUNTS
5,003

Firm Details

Metro area Columbus
CRD Number 324930
Website cfswv.com
Client types

Overview

Commonwealth Financial Services LLC is a financial advisory firm based in West Virginia and Ohio, offering a range of services including financial planning, investment strategies, and retirement planning. The firm emphasizes integrity as a fiduciary, ensuring that clients' best interests are prioritized. Their approach combines insight and innovation, utilizing advanced technology and portfolio management techniques to guide clients in achieving their financial goals. Commonwealth Financial Services provides personalized financial plans, ongoing investment monitoring, and various advisory services, including estate planning and tax strategies. The firm aims to help clients navigate the complexities of financial markets and prepare for a secure retirement.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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