Commonwealth Financial Group 1633 Empire Boulevard, Webster, NY 14580
About the Business
Commonwealth Financial Group is a leading finance institution located at 1633 Empire Boulevard in Webster, New York, United States. With a team of experienced financial advisors, we provide a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Location & Phone number
1633 Empire Blvd, Webster, NY 14580, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"New clients since late 2018 and very glad of it! My wife and I are so much more confident with our financial outlook as retirement nears. We can actually plan for our impending retirement and no longer worry over stock market fluctuations. We strongly recommend the Commonwealth Financial Group and are so happy we have finally found our “financial beacon”."
"Moved my investments to commonwealth in October 2018, Very professional and easy to transfer my retirement money with personal updates as the process was happening.I prefer paper reports and the friendly atmosphere in the office . Both are greatly appreciated. Had my first account review today. The office staff and Carla made me feel welcome from the time the door opened until I left. On time, professional, friendly and knowledgeable. All my questions were addressed first, than reviewed my investments with my paper report to take for my files. Discussed a personal possible investment in real estate , out of the state. Carla was helpful in listening to the details and was a wonderful resource for me to bounce the idea off her so I could make a better decision for my future. Listen to Chuck and Carla on WHAM on Sunday mornings. Listening to them for years, I became please with what I was hearing and very glad I made the move to them when I did!!!"
"We have been working with Chuck LaRocca at Commonwealth Financial and his team since 2006 with very favorable investment goal results. They are continuously reviewing our portfolios and making adjustments to respond to the market, looking for strategies and opportunities to maximize return and manage risk. We had utilized other financial advisers in the past who were quick to invest our money and never seemed to follow up with updates or suggestions. Chuck and his team stay in contact and I feel they are actively reviewing our portfolios. Our investments are diverse and we appreciate the good financial advice we have received."
"We have been with Commonwealth Financial Group since 2012 and are very pleased with their products and services. The staff is always available and helpful when needed. We opted for a bond ladder for income/investment purposes and were unable to find this service elsewhere. We are very comfortable with the regular income from interest payments that far exceed rates currently available. We highly recommend talking to them if you are interested in an alternative to the stock market."
"We have been clients of Commonwealth for many years. Chuck LaRocco helped us transition from work life to retirement "without a hitch" and we have been not only comfortable with the management of our portfolio but also extremely satisfied with the counsel, guidance, and results we have received. The entire Staff at Commonwealth is friendly, professional, and efficient, and they explain even complex matters in a simple straightforward way. It is sincerely a pleasure doing business with them and having them represent our interests."
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