Assiting Albany area residents with their investment, retirement and insurance needs for over 25 years         
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COMMONWEALTH is committed to client service and satisfaction. We begin every relationship by working to help clients identify their personal and professional goals, including those related to lifestyle and multigenerational issues. With that information, combined with their ability to draw on industry-leading analysts and specialists, Commonwealth has the tools to fully understand each client’s current financial situation and help them create strategies and solutions designed to meet their long-term objectives, covering a range of wealth management services such as investments, estate planning services, insurance, philanthropy, retirement, and wealth transfer.

We are an independent financial firm, specializing in providing service and advice to individuals and small businesses on financial matters. Our main office is conveniently located by the Stuyvesant Plaza in Albany, New York.

Please, explore our website, and get to know us a little better. 

Schedule a free initial consultation!

This communication strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, NC, NJ, NY, SC, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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