Commonwealth Financial Group

Commonwealth Financial Group

 
 
 
 
 
 
 
 
 
 
 
 
Finance & Insurance >> Financial Services >> Financial Consulting, Planning & Services

Commonwealth Financial Group

192 So. Main St.
Barre, VT 05641 | map | directions
802-476-3100 | fax: 802-479-5051
Preparing for that next step in life isn't always easy. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate planning strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or how to protect your business and employees, we promise you a high level of attention, insight and capability. Professional specialties include: Needs Analysis, Retirement Planning, Investments, College Funding, Business Continuation, Executive Fringe Benefits, Estate Planning, Employee Benefit Products and Plans. Complimentary Services include: a review of your current assets and plan, needs analysis, strategies tailored to fit your specific personal/business goals, appointments with day and evening hours, and annual review meetings.
Member Since: 2003
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 (Date: 8/23/2019)