Commonwealth Financial Planning

Q: What is Commonwealth Financial Planning's official website?

Commonwealth Financial Planning's official website is www.commonwealthplanning.com

Q: What is Commonwealth Financial Planning's Revenue?

Commonwealth Financial Planning's revenue is <$5 Million

Q: What is Commonwealth Financial Planning's SIC code?

Commonwealth Financial Planning's SIC: 62,628

Q: What is Commonwealth Financial Planning's NAICS code?

Commonwealth Financial Planning's NAICS: 52,523

Q: How many employees does Commonwealth Financial Planning have?

Commonwealth Financial Planning has 1-10 employees

Q: What industry does Commonwealth Financial Planning belong to?

Commonwealth Financial Planning is in the industry of: Finance , Securities Trading

Q: What is Commonwealth Financial Planning competition?

Commonwealth Financial Planning top competitors include: Cadena Financial Planning , Sterling Investment Management , Gianola Financial Planning , Radnor Financial Advisors

Q: What technology does Commonwealth Financial Planning use?

Some of the popular technologies that Commonwealth Financial Planning uses are: SEDO Parking, GoDaddy DNS, Redtail CRM, BlueHost

Q: How do I contact Commonwealth Financial Planning?

Commonwealth Financial Planning contact info: Phone number: (540) 772-0474 Website: www.commonwealthplanning.com

Q: What does Commonwealth Financial Planning do?

Insurance agents and stockbrokers may call themselves financial advisors, but their livelihoods (and advice) most often depend on commissions on the products they sell to clients. Wealth managers typically specialize in investments only, and are compensated based on a percentage of the total clients assets they manage. Financial planners who work o... nly with high net worth individuals do not address the needs of mainstream America. CommonWealth Financial Planning, LLC is different, committed to helping clients identify and achieve their financial goals with an hourly fee structure that is free of commissions and other conflicts of interest. Read More

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

PO Box 21164, Roanoke, Virginia, 24018, ...

Phone Number

(540) 772-0474

Website

www.commonwealthplanning.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Commonwealth Financial Planning

Insurance agents and stockbrokers may call themselves financial advisors, but their livelihoods (and advice) most often depend on commissions on the products they sell to clients. Wealth managers typically specialize in investments only, and are compensated based on a percentage of the total clients assets they manage. Financial planners who work only with high net worth individuals do not address the needs of mainstream America. CommonWealth Financial Planning, LLC is different, committed to helping clients identify and achieve their financial goals with an hourly fee structure that is free of commissions and other conflicts of interest.Explore more

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View contact profiles from Commonwealth Financial Planning

SIC Code 62,628NAICS Code 52,523Show more

Commonwealth Financial Planning Org Chart

Phone

Priscilla Girges

Regional Regional Victoria & Tasmania Busines...

Phone

Advice Associate

Phone

Senior Planner

Phone

Certified Financial Planner

Phone

Senior Financial Planner

Phone

Financial Planner

Phone

Servicing Planner and Advice Associate

Phone

Senior Financial Planner

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Commonwealth Financial Pl...

<$5M

1-10

Private

2013

Priscilla GirgesRegional Regional Victoria & Tasmania Business Coordinator

Cadena Financial Planning

<$5M

11-50

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Daniel CadenaFounder & Principal

Sterling Investment Manag...

<$5M

1-10

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N/A

Radnor Financial Advisors

<$5M

11-50

Private

1989

Sean FitzPatrickManaging Director

Lakeside Financial Planni...

<$5M

1-10

Private

2014

Jared HoolePresident

Gianola Financial Plannin...

<$5M

1-10

Private

1995

Miriam ZiferClient Service Associate

Safe Landing Financial

<$5M

1-10

Private

2018

Brian FryFinancial Planner & Founder

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Commonwealth Financial Planning Tech Stack

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Frequently Asked Questions Regarding Commonwealth Financial Planning

What is Commonwealth Financial Planning's official website?

Commonwealth Financial Planning's official website is www.commonwealthplanning.com

What is Commonwealth Financial Planning's Revenue?

Commonwealth Financial Planning's revenue is <$5 Million

What is Commonwealth Financial Planning's SIC code?

Commonwealth Financial Planning's SIC: 62,628

What is Commonwealth Financial Planning's NAICS code?

Commonwealth Financial Planning's NAICS: 52,523

How many employees does Commonwealth Financial Planning have?

Commonwealth Financial Planning has 1-10 employees

What industry does Commonwealth Financial Planning belong to?

Commonwealth Financial Planning is in the industry of: Finance, Securities Trading

What is Commonwealth Financial Planning competition?

Commonwealth Financial Planning top competitors include: Cadena Financial Planning, Sterling Investment Management, Gianola Financial Planning, Radnor Financial Advisors

What technology does Commonwealth Financial Planning use?

Some of the popular technologies that Commonwealth Financial Planning uses are: SEDO Parking, GoDaddy DNS, Redtail CRM, BlueHost

How do I contact Commonwealth Financial Planning?

Commonwealth Financial Planning contact info: Phone number: (540) 772-0474 Website: www.commonwealthplanning.com

What does Commonwealth Financial Planning do?

What are Commonwealth Financial Planning social media links?

Commonwealth Financial Planning Linkedin page

Is Commonwealth Financial Planning a public company?

Commonwealth Financial Planning is private company therefore does not currently have an official ticker symbol

See more information about Commonwealth Financial Planning

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