FIRST APPOINTMENT
What to expect
We are often asked what to expect in the first appointment when a new customer schedules his or her initial complimentary consultation, so we created this handy downloadable document explaining everything you need to know. It’s not complicated at all; however, the unknown can be a little intimidating so we thought we’d help take the mystery out of it. Please download the document below.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
