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Commonwealth Financial Services
Our mission is to help give you the flexibility you need to pursue your financial goals | Commonwealth Financial Services (CFS) is an independent wealth...
Commonwealth Financial Services
Our mission is to help give you the flexibility you need to pursue your financial goals | Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients' goals, lifestyles, and budgets.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
Vienna
Corporate office
Parkersburg, WV, United States
Sector focus
Frequently asked questions
What services does Commonwealth Financial Services provide?
The firm offers wealth management, investment advisory, retirement planning, and estate planning services. Its practice is built around long-term relationships with individual and family clients in the Parkersburg area. The service model is typical of a regional retail advisory firm rather than an institutional asset manager.
Is Commonwealth Financial Services a fiduciary?
As a registered investment advisor, Commonwealth Financial Services is held to a fiduciary standard when providing advisory services to its clients. This means the firm is legally obligated to place client interests ahead of its own. Specific registration details can be confirmed via the SEC's Investment Adviser Public Disclosure database.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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