Endeavor Wealth Advisory Group Joins Commonwealth Financial Network®
Waltham, MA (May 22, 2018)—Commonwealth Financial Network®, the nation's largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Endeavor Wealth Advisory Group, of Rochester, New York, to its network of independent financial advisors. Formerly affiliated with Ameriprise Financial Services, Inc., private wealth advisors John Moose, ChFC®, David Zambito, CFP®, David Palermo, CFP®, and Nathan Wegman, CRPC®, bring with them more than $282 million in assets under management.
A comprehensive wealth management firm, Endeavor Wealth Advisory Group works closely with clients to create and implement long-term plans customized to their individual financial needs. The team works systematically, simplifying the complexities of clients' financial lives and supporting them in achieving their ultimate life goals, including retirement. For more information about the firm, visit http://www.endeavor-wealth.com/.
"For us, it was all about the people who stand behind Commonwealth," said John Moose. "Every individual who touched our transition upheld a genuine concern for what we wanted to accomplish and maintained accountability throughout the process. I am confident that Commonwealth will continue to be a strong advocate for our business objectives. Their technology and suite of tools will help us operate efficiently, maximize our time spent with clients, and create an enhanced, dependable experience."
Andrew Daniels, managing principal, business development, said, "The Endeavor Wealth Advisory Group are producers of consequence who value connecting on a human level. They are relatable industry leaders with a strong professional focus on helping their clients. I admire their blended qualities, wholeheartedly welcome them to the Commonwealth community, and look forward to supporting their client-forward philosophy."
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation's largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
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