Commonwealth Financial Network

Advisor Testimonials

Below are testimonials from our existing Commonwealth advisors.

View testimonials from our employees.

Listen to what our new advisors are saying...


"Thank you for all you do and for your leadership and example. We do notice it, and we appreciate it very much."
Ed Grogan, Gig Harbor, WA
Joined Commonwealth in 2005

"After Commonwealth, any other B/D would be second-rate, and I shudder to think I would ever have to consider another B/D . . . Commonwealth is the BEST!"
Randy Davis, Fairbury, IL
Joined Commonwealth in 2003

"When I contemplated the transition from a wirehouse to being independent, I imagined it could be awful. I never dreamed it could go so well!"
Rich Fairbanks, CFP®, White Bear Lake, MN
Joined Commonwealth in 1998

"First and foremost, we have found Commonwealth employees to be accessible and eager to please. As a group, Commonwealth employees have the best attitude we have ever encountered. Considering all the companies we deal with, that is quite a compliment!"
Blake Ford and Scott English, Utica, NY
Joined Commonwealth in 2003

"What would I do without Commonwealth? You folks are so professional and thoughtful, and, most important, you care about us in the field."
Doug Schmidt, Fountain Hills, AZ
Joined Commonwealth in 2001

"Commonwealth has achieved the impossible. It has engendered enough competitive spirit among the reps to make us want to be at the top, while at the same time making us want to share ideas. This is a good group of professionals helping other professionals."
Roland Morin, Leominster, MA
Joined Commonwealth in 1984

"There has always been much to be proud of at Commonwealth, but until you actually experience a "perfect storm" of traumatic events, you just are not able to appreciate what the team collaboration can do. I am
very grateful."
Marie Coyle, CFP®, Glen Cove, NY
Joined Commonwealth in 1990

"I am proud to be a part of a group comprised of such amazing people—not producers, but people."
Carrie Coghill Kuntz, CFP®, Pittsburgh, PA
Joined Commonwealth in 1997

"Technology and other deliverables are great, but good old-fashioned personal service is indispensable. Thank you."
Wade Sarkis, CFP®, Canandaigua, NY
Joined Commonwealth in 1997

"We’re always competing with other brokerage houses for high-net-worth clients. Your level of service helps us win those accounts."
Dana Hanson, CFP®, Stamford, CT
Joined Commonwealth in 1997

"Your focus on Ritz-Carlton-level customer service is apparent with every interaction with your employees."
Mike Noland, CFP®, Marietta, GA
Joined Commonwealth in 2000

"Practice Management was a primary reason I joined Commonwealth. I wanted to go independent, but I didn’t want to go it alone."
Peter Cardoza, CFP®, Quincy, MA
Joined Commonwealth in 1999

"We still thank our lucky stars for the guts to leave our old company and come to Commonwealth."
Craig Pulliam, CFP®, Nashville, TN
Joined Commonwealth in 1999

"I am always proud to say that I work with Commonwealth because of your high professional standards. The fact that you are all also great to hang out with is just that much more of a plus."
Jill Greenberg, Needham, MA
Joined Commonwealth in 1993

"I received one of [Commonwealth’s] Marketing brochures. When I read it I said ‘wow, these guys really get it’ and so I actually saved that brochure in case I ever switched broker/dealers. The main reason that I came to Commonwealth was to run a business with their support; but really I guess mainly trust was the issue. I looked at other firms that had higher payouts or whatever, and I just felt that I could trust this firm—that was my deciding factor in coming over here."
Bruce Horowitz, Glendale, CA
Joined Commonwealth in 2003

 

Jeff Moscaret
Jeff Moscaret