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

SERVICES | Overview

At The Commonwealth Agency, Inc., we can review your overall financial program to help you chart a course toward financial independence. We provide analysis and recommendations for our clients in the areas of long-term care planning, investment and insurance planning, estate conservation planning, business continuity planning, long-term tax reduction strategies, and retirement planning.


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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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