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  • Investments & Wealth Management
  • Tax Planning & Tax Services
  • Client Portals
  • News
  • Events
  • Contact Us
  • Meet the Team
  • Locations
  • Send Us Files
  • Learn about Go Paperless!

The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.  Tax return preparation and bookkeeping services offered through LifeTime Tax Management are separate and unrelated to Commonwealth. LifeTime Tax Management and Commonwealth are separate and unaffiliated entities.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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