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Stephanie Wanamaker Email
Director Marketing and Client Services for Jeff Baron . Commonwealth Financial Group
Boston, MA
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Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence.\n\nThrough an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence.\n\nListen: Understand your financial goals, concerns and dreams.\n\nGather: Collect and review your tax, insurance, investment, legal, and bank documents.\n\nDesign: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.\n\nBuild: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you.\n\nServe: Provide ongoing service to develop a dynamic plan that caters to your changing needs.Commonwealth Financial Group Address
101 Federal Street, Suite 800Boston, MA
United States