Commonwealth Financial Services

Finance · West Virginia, United States · 11-50 Employees

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Overview

Headquarters

225 College Pkwy Ste 101, Parkersburg, W...

Phone Number

(304) 422-3531

Revenue

<$5 Million

Industry

Finance Securities Trading

About Commonwealth Financial Services

Commonwealth Financial Services is a financial advisory firm based in West Virginia and Ohio, specializing in financial planning, investment strategies, and retirement planning. They cater to a diverse clientele, including small business owners, professionals, pre-retirees, and retirees, providing tailored solutions to help clients achieve their financial goals. The firm emphasizes integrity, insight, and innovation in its services, ensuring that clients receive personalized guidance and support. With a team of experienced financial advisors, Commonwealth Financial Services is dedicated to helping clients navigate the complexities of financial management and investment.Explore more
Commonwealth Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Commonwealth Financial Services Org Chart

Shanell Jeffrey, Chief Executive Officer at Commonwealth Financial Services
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Chief Executive Officer

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Director, Operations

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Compare Similar Companies to Commonwealth Financial Services

Compare insights from companies similar to Commonwealth Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Commonwealth Financial Se...

<$5M
11-50
Private
-
2003
<$5M
11-50
Private
-
2000
Dawn Baker, Co-founder & Chief Operating Officer at Baker Wealth Management
Dawn BakerCo-founder & Chief Operating Officer
<$5M
11-50
Private
-
1981
RF
Ryan FlurieManaging Director, Investments
<$5M
1-10
Private
-
-
HR
Heather RutschService Manager
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
1997
PR
Paul RyanFounder & Managing Director
Illustration of an envelope

Commonwealth Financial Services Tech Stack

A closer look at the technologies used by Commonwealth Financial Services

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Frequently Asked Questions Regarding Commonwealth Financial Services

What is Commonwealth Financial Services's official website?
Commonwealth Financial Services's official website is www.cfswv.com
What is Commonwealth Financial Services's Revenue?
Commonwealth Financial Services's revenue is <$5 Million
What is Commonwealth Financial Services's SIC code?
Commonwealth Financial Services's SIC: 62,628
What is Commonwealth Financial Services's NAICS code?
Commonwealth Financial Services's NAICS: 52,523
How many employees does Commonwealth Financial Services have?
Commonwealth Financial Services has 11-50 employees
What industry does Commonwealth Financial Services belong to?
Commonwealth Financial Services is in the industry of: Finance, Securities Trading
What is Commonwealth Financial Services competition?
Commonwealth Financial Services top competitors include: JT Stratford Wealth Management, Baker Wealth Management, BACH Wealth Management, Flagship Wealth Advisors
What technology does Commonwealth Financial Services use?
Some of the popular technologies that Commonwealth Financial Services uses are: Google Font API, Microsoft 365, Mailgun, Google Tag Manager
How do I contact Commonwealth Financial Services?
Commonwealth Financial Services contact info: Phone number: (304) 422-3531 Website: www.cfswv.com
What does Commonwealth Financial Services do?

Commonwealth Financial Services is a financial advisory firm based in West Virginia and Ohio, specializing in financial planning, investment strategies, and retirement planning. They cater to a diverse clientele, including small business owners, professionals, pre-retirees, and retirees, providing tailored solutions to help clients achieve their fi... nancial goals. The firm emphasizes integrity, insight, and innovation in its services, ensuring that clients receive personalized guidance and support. With a team of experienced financial advisors, Commonwealth Financial Services is dedicated to helping clients navigate the complexities of financial management and investment.Read More

What are Commonwealth Financial Services social media links?
Commonwealth Financial Services Linkedin page Commonwealth Financial Services Twitter page Commonwealth Financial Services Facebook page
Is Commonwealth Financial Services a public company?
Commonwealth Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Commonwealth Financial Services

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