Helping individuals to build, protect and preserve their family's income.  

WELCOME TO OUR WEBSITE!


Welcome to The Commonwealth Agency, Inc. online! We are an independent financial consulting firm that has been helping the good people of the Mid-Hudson Valley and Metropolitan New York City region since 1990.

If you're a current client, then you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and to understand how we can help you to enhance, protect and preserve your family's income.

We appreciate your interest in The Commonwealth Agency, Inc. and we sincerely look forward to helping you and your family work toward your planning goals.



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Last Updated: 09/27/16


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This communication strictly intended for individuals residing in the states of CA,CT,MA,ME,NC,NJ,NY,PA,TX,VT. 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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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