Insights

Niche Market Focus Common Sense Financial specializes in providing comprehensive succession planning solutions exclusively for financial advisors, OSJs, and broker-dealers, presenting targeted opportunities to offer tailored services to these segments.

High Revenue Potential With annual revenues estimated between 50 million and 100 million dollars, the company demonstrates significant financial capacity, indicating opportunities for high-value partnerships or premium service offerings.

Educational Engagement The company's focus on hosting workshops and seminars creates avenues for sales professionals to collaborate on educational programs, webinars, or training modules that add value and foster long-term client relationships.

Strategic Recruitment Tool Their seminars serve as recruiting tools aimed at attracting new financial advisors, providing an opening to introduce solutions that support advisor retention, recruitment, and succession planning.

Growth in Financial Services Operating within the competitive financial services space alongside industry giants, there is an opportunity to position complementary or differentiating products that enhance advisor succession planning and client retention strategies.

Frequently Asked Questions

What is Common Sense Financial's phone number?

You can contact Common Sense Financial's main corporate office by phone at

+1-585-720-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Common Sense Financial's official website and social media links?

Common Sense Financial's official website is masielloretirement.com and has social profiles on LinkedIn.

What is Common Sense Financial's SIC code NAICS code?

Common Sense Financial's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Common Sense Financial have currently?

As of December 2025, Common Sense Financial has approximately 42 employees across 1 continents, including North America. Key team members include Consultant- Partner: B. R.Owner: M. M.Freelance Financial Consultant: M. R.. Explore Common Sense Financial's employee directory with LeadIQ.

What industry does Common Sense Financial belong to?

Common Sense Financial operates in the Financial Services industry.

When was Common Sense Financial founded?

Common Sense Financial was founded in 1990.

Common Sense Financial

Q: How many employees does Common Sense Financial have currently?

Common Sense Financial has approximately 42 employees.

Financial ServicesNew York, United States11-50 Employees

Our goal is to provide Financial Advisors Complete Succession Planning to protect their clients provide for themselves , their families,,OSJ's, And their B/D's. Most advisors don't have a Succession Plan in place leading to a disaster when the event occurs.. 

I specialize in presenting workshops and seminars where the tough questions are asked and discussed to help advisors help themselves. For OSJ's and B/D's A
 a value added workshop as a recruiting tool to provide real value to new reps looking to make a change.

Insights

Similar companies to Common Sense Financial

T. Rowe Price

Charles Schwab

Ameriprise Financial

Fidelity Investments

Vanguard

LPL Financial

Merrill Lynch

Morgan Stanley

Raymond James

Edward Jones