Commonwealth Financial Services Llc

Description

• Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients' goals, lifestyles, and budgets. CFS was founded by Roger Woodruff, Todd Kimpel, and Michael Seese, who all shared the same common conviction that the interest of the clients must always come first. As they are affiliated with LPL Financial, and leveraging a combined 90 years industry experience, these three financial professionals believe clients are better served using a team-based approach. Today we have over 2,000 clients served. After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the objective to help advance your investments when opportunities are found and strives to preserve these investments when the environment requires caution. We believe our clients have confidence because of the plan, and that is exactly what we strive to offer each and every client we serve. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IN, KY, MA, MD, ME, MI, MN, NC, NH, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV. Securities Offered Through LPL Financial, Member SIPC www.sipc.org Investment Advice offered through Commonwealth Financial Services, A Registered Investment Advisor and separate entity from LPL Financial.
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  Headquarters:585 College Parkway , Parkersburg, West Virginia, United States

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  Phone Number: +1 304-422-3531

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  Website: https://www.cfswv.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Commonwealth Financial Services Llc

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• |  NAICS Code: 524126  |

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