Commonwealth Financial Services Llc
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. After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the objective to help advance your investments when opportunities are found and strives to preserve these investments when the environment requires caution. We believe our clients have "confidence because of the plan," and that is exactly what we strive to offer each and every client we serve. Advisory Services offered through Commonwealth Financial Services. Please see our website at for additional information and disclosure. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Branch Locations: 373 Timberline Parkway Vienna, WV 26105 21 Warden Run Road, Suite 201 Wheeling, WV 26003 507 Richland Ave, Suite 203C Athens, OH 45701 166 S Main Street Woodsfield, OH 43793 326 3rd Street, Suite 110 Marietta, OH 45750
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Verified contacts
21
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- DB
Derek Bailey
Research Analyst · Research & Development
EmailPhone - EB
Evan Brockmeier
Financial Advisor · Finance & Accounting
EmailPhone - MC
Michael C. Seese
Financial Advisor · Finance & Accounting
EmailPhone - ZS
Zachary Seese
Associate Financial Advisor · Finance & Accounting
EmailPhone - NL
Nikki Lude
&, · Other
EmailPhone - SJ
Shanell Jeffrey
Chief Executive Officer · General Business & Management
EmailPhone - DS
Daniel Spurgeon
Financial Advisor · Finance & Accounting
EmailPhone - MG
Madison Gontarek
Financial Advisor Representative · Sales & Business Development
EmailPhone - NW
Neal Watson
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Commonwealth Financial Services Llc
12 distinct titles indexed · top 10 shown.
- 6financial advisor
- 2associate financial advisor
- 2client services coordinator
- 2collections specialist
- 2financial advisor representative
- 1&,
- 1chief executive officer
- 1direct of client services
- 1director of operations
- 1financial planning resident
- +2more titles
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