Commonwealth Financial Network

Commonwealth Financial Network

Financial-Services

Waltham, MA
United States
Industry Category
Financial-Services
Company Description

Commonwealth Financial Network stands as a premier financial services provider, dedicated to empowering independent financial advisors with sophisticated business solutions and specialized consulting. With a strong commitment to fostering growth and success, Commonwealth Financial Network equips advisors with powerful tools to realize their vision and achieve unparalleled results.

Strategically located at 29 Sawyer Road, Waltham, MA 02453, US, and 110 West A Street, San Diego, CA 92109, US, Commonwealth Financial Network offers a holistic, advisor-centric approach, designing strategies and solutions that provide a competitive advantage at every stage. Whether it's growing an existing practice, adopting a fee-only model, or exploring independence, Commonwealth Financial Network supports advisors through flexible affiliation options, pioneering practice management, and entrepreneurial capital.

With a synchronized approach integrating advanced planning and research, comprehensive marketing support, and personalized development programs, Commonwealth Financial Network accelerates growth and streamlines operations. This includes holistic investment solutions, collaborative compliance, and powerful technology, featuring a unified software platform for managing client accounts and business operations. Commonwealth Financial Network is continually enhancing its services, and more detailed information will soon be available with the support of the company’s management.

We invite the management team at Commonwealth Financial Network to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services and solutions.

Key Personnel / Employees
Ed Flahive Aric Jacobson Jess Gilbert Mark Frantz Gabor Drimusz Diane Kemsley MBA

Compare Companies Side by Side

Compare Commonwealth Financial Network with 3 companies in Financial-Services

4 Companies
Comparison Field
Commonwealth Financial Network
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Aditum Investment Management
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TrinityBridge
TrinityBridge
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Founded Year
1998
Company Size
11-50 11-50 501-1,000
City
Waltham, MA Dubai, DIFC Crawley, West Sussex
Country
United States United Arab Emirates United Kingdom
Skills & Keywords Comparing with main company
14 Total Skills
Financial Services Investment Management Wealth Management Financial Planning Independent Financial Advisors Business Solutions Compliance Investment management Independent broker/dealer Research expertise Wealth management Intuitive technology platform Regulatory Compliance team that acts as advisors’ partners & counselors Complimentary practice management consulting & coaching
3 Total 3 Unique
Unique Skills:
Asset management Investment banking Structured finance
4 Total 1 Common 3 Unique
Match 7%
Common Skills:
Financial Planning
Unique Skills:
CEFEX accredited GAIA certified Investment Advisor Fiduciary Excellence
6 Total 6 Unique
Unique Skills:
Bespoke investment solution Corporate advice Execution only investment services Financial planning Fund management Pensions
4
Total Companies
1998
Oldest Founded
3
Countries
26
Unique Skills

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Alternative Company Names

This company is also known as

Commonwealth Financial Network 联邦金融网络 राष्ट्रमंडल वित्तीय नेटवर्क Red Financiera Financiera de la Commonwealth شبكة الكومنولث المالية Réseau financier du Commonwealth Финансовая сеть Содружества Rede Financeira da Commonwealth