HOLISTIC PLANNING APPROACH?
It’s like cleaning out the “junk drawer” in the kitchen for the first time in 40 years and finally getting everything in its place. The holistic planning process organizes your legal, financial, and asset protection planning, rather than just accumulating a ” junk drawer” of financial and legal stuff over time with no meaningful analysis of how each affects the others. A holistic planning approach is about coordination and focus on the purpose – your purpose!
WHY CHOOSE US.
What makes us Different?
Commonwealth Insurance Advisors was designed to provide information and direction to our clients, ensuring both financial stability and growth potential through our broad array of insurance and financial services and professionals. Our team of professionals has been integrated to offer an unparalleled experience to our clients, providing a truly holistic approach to retirement and estate preservation planning.
WHO IS YOUR POINT MAN?
Is there anyone on your advisory team who coordinates all of the advice and information you receive to ensure that it is accurate, integrated and suitable for your situation? Unfortunately for most retirees, that can be the difference in having a viable and sustainable retirement and estate plan, versus flipping a coin and hoping for the best.
Who is on your Advisory Team?
INSURANCE AND FINANCIAL SERVICES
At Commonwealth Insurance and Financial Services, we believe that educating you as the client remains priority.
Our goal is to collectively determine which financial path makes the most sense for you and your family, and also which steps are necessary to achieve your goals. Every individual is different; therefore every individual’s financial roadmap will be different. Here at Commonwealth, we have access to over 50 different financial providers, many of whom are the top and longest standing insurance and financial companies in the world; and all with specialized products designed to meet those needs of various individuals. Our objective is to help clarify those needs and make professional recommendations as to the best course of action for each and every client.
REVIEWS
Gospel Destiny
18:59 24 Jun 24
Having a lot of profit from Mrs Brenda William platform was the best thing ever, with a little capital of $1000 I made... a successful withdrawal of $12,500 in 6 working days now I can pay my bills my self and take good care of my family, You are indeed the best account manager, With the way you traded my investment efficiently with no error My God will keep rewarding you. Contact Her for genuinely trading and fast profit payout without any problem.
Quickly contact her via:
Email: [email protected]
WhatsApp: +1 (401) 542‑9074
Telegram handle: t.me/brendawilliam04read more
Quickly contact her via:
Email: [email protected]
WhatsApp: +1 (401) 542‑9074
Telegram handle: t.me/brendawilliam04read more
Kwà Kwâ Rîrï
23:10 26 Sep 23
FACTS about Forex Trade & Bitcoin investment. I was lucky enough to get to know Mrs Rochelle Nelson in my trading... career. Since then my trading has increased a lot. I can confidently say that, Mrs Rochelle Nelson's trading platform is the most useful and has really increase my life and family standard. I Invested $2,000 and make $12,500 after 7days, the money i spent on the course, is a well spent money and a good investment. you can also invest with her safely contact her on
Email: [email protected]
Facebook:Rochelle Nelson
WhatsApp +13016159610read more
Email: [email protected]
Facebook:Rochelle Nelson
WhatsApp +13016159610read more
Graybeal Tax & Accounting
15:34 18 Sep 23
Our family has 5 vehicles and Thomas saved us a bunch of money with Erie Insurance! I highly recommend you let him... give you a quote!read more
Ruby Samson
21:34 03 Sep 23
Forex and Crypto trading is about making money and having a good trader to trade for you. I can undoubtedly recommend... Mrs.Vanessa William . She is an expert in Forex and Crypto (Bitcoin) trading, and also proven to be trustworthy and reliable. I earned over $6,000 from my $500 investment and since then I've been trading with Mrs.Vanessa . She has the best trading signals and strategies that can help you make good profit whenever you trade.
Contact Via:
WhatsApp:+1 (336) 612-4060
Email: [email protected]read more
Contact Via:
WhatsApp:+1 (336) 612-4060
Email: [email protected]read more
Thlama Thomas
02:16 15 Sep 22
I definitely recommend doing business with Mrs SHEILA BRATTON. Our investment possibilities were properly explored, and... all of our requirements were satisfied. The chat was relaxed and informal, yet it was also rather professional. We were pleased with the results of our investment, which were conveyed clearly and concisely at the quarterly performance.
Contact her on
Whatsapp: +1(510)224-4372
Email: [email protected]read more
Contact her on
Whatsapp: +1(510)224-4372
Email: [email protected]read more
Doudo Ebenezer
01:31 21 Oct 21
I saw a page review about Mrs Donald Maureen crypto and I must confess that she is a good trader and best in his field... as they said, she managed my account after I invested $700 I got $6,200 within few day's of investment I was so shocked, with Mrs Donald Maureen crypto, your money is 100% secured,. Trust me you have nothing to lose
You can contact her via
Email: [email protected]
WhatsApp:+1 (563)279-4193read more
You can contact her via
Email: [email protected]
WhatsApp:+1 (563)279-4193read more
Faith M. Atkinson
03:12 05 Oct 21
Thomas and Amy were able to help me with my car insurance needs so quickly! Their customer service is world class. They... made dealing with switching over my car insurance easy and I would highly recommend them to everyone I know!read more
Kayla Holland
19:22 14 Jul 20
I have to give a huge recommendation for Derek at Commonwealth Insurance Advisors!! He was sooo helpful and saved us a... lot of money!!! If you’re looking for a new insurance policy or wanting quotes to change carriers, pleaseeee give him a call!!!read more
Will Earles
18:51 09 Jul 15
Very nice people to work with. Was able to get me a much lower rate. Hassle free experience and they did not pressure... me into anything I didn't want or couldn't afford. Recommend these guys to everyone.read more
Mike Lee
01:16 08 May 15
Got them to re quote my auto and renters insurance saved me $250.....Highly recommended. Thanks again!
Vickie Graybeal Hanks
00:54 08 May 15
So happy we switched our car and home insurance to Commonwealth. They saved us $400 per year! The agents are ready and... willing to answer our questions and recommend strategies to support our needs...any time of the day.read more
Angie Graybeal
02:06 29 Apr 15
No one is going to work harder or put in more hours for their clients. I can vouch for that!
COMMONWEALTH INSURANCE ADVISORS
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