Our approach is “personal, not programmable.” We begin with a personal meeting so we can get to know you, your family, and your vision, goals, and dreams.
We believe that planning is important, but partnerships are paramount. Rather than following the sales-driven demands of a corporate office, we report to one person alone: you. When providing investment advice, we remain transparent and objective in every way: from fees and costs to investment selection, financial strategies, and every aspect of our relationship with you.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Tax preparation services offered by Gary Bragg are separate and unrelated to Commonwealth.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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