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We’re proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps us better serve our clients. Commonwealth has been ranked “#1 in Independent Advisor Satisfaction Among Financial Investment Firms” by J.D. Power six times.

Like us, Commonwealth is independently owned and managed, which means the firm acts in the best interests of its financial advisors and their clients — not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

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