OUR COMPANY

Commonwealth Financial Group was established in 1857 with the commitment of providing extraordinary financial services to individuals, families, business owners, and companies. Over 160 years later, the agency’s original mission is still observed. What has changed is the continuously expanding national footprint. We look forward to the ongoing empowerment of current and future clients to take the steps towards achieving financial confidence.

OUR CULTURE & VALUES

Commonwealth Financial Group’s culture is characterized by teamwork, trust, cooperation, and collaboration. We deploy a team-based, holistic approach to meet the needs of our clients. While striving to consistently deliver the finest level of service available, we hold ourselves accountable to the very highest level of integrity and ethical standards.

OUR MISSION

Our mission is to maintain our position as a world-class provider of financial services by seeking to equip each of our clients with a clear path to financial confidence, as well as a true sense of financial clarity and empowerment.