Commonwealth Financial Network, Bob Esdale - Home

Our affiliation with our broker-dealer, Commonwealth Financial Network®, provides us with access to a wide array of screened investment products, research, industry experts, customer support resources, and extensive back-office capabilities. Our independent relationship with them ensures that we are always free to select investments and provide advice that best suit the needs of our clients.

In conjunction with Commonwealth, we are able to provide access to a full complement of financial services for individuals and small business clients.

For Individuals:

Investments

  • Traditional Brokerage Services
  • Fee-Based Wealth Management
  • Traditional & Roth IRAs
  • 401(k) Rollovers
  • 529 College Savings Plans

 

Financial Planning

  • Financial Consulting
  • Comprehensive Financial Planning
  • Investment Consulting
  • Retirement Planning
  • Business Planning
  • Education Planning

For Small Businesses:

Employer Services & Employee Benefits

  • Business Continuity Planning
  • Various Small Business Retirement Plans
  • 401(k) Plans, 403(b) Plans, 457 Plans
  • 401(k) Advisory Services
  • Deferred Compensation Plans
  • Employer Sponsored 529 Plans
  • Educational Seminars - Various Topics

Insurance Products:

Individual & Small Business

  • Fixed & Variable Annuities
  • Life Insurance
  • Long-Term Care Insurance