Commonwealth Financial Services LLC logo

Commonwealth Financial Services LLC Employee Directory

Financial ServicesWest Virginia, United States11-50 Employees

Commonwealth Financial Services LLC is a financial services firm that provides independent wealth management through financial planning, investment strategies, and retirement preparation tailored to individual goals, lifestyles, and budgets. The firm develops customized plans after considering clients’ objectives, aiming to balance growth opportunities with risk management and preservation when market conditions warrant caution. Its advisory services focus on delivering planning that supports clients’ confidence through structured guidance and ongoing oversight. Based in Vienna, West Virginia, the company operates multiple branch locations in the region and serves a client base within surrounding states, reflecting its regional footprint in wealth management. The firm positions itself within the financial services industry as an independent advisory partner, offering planning-driven guidance rather than a single product solution. A recent local philanthropic initiative noted involves a charitable contribution to a regional child advocacy organization, illustrating community involvement alongside its advisory work.

Find Commonwealth Financial Services LLC employees' phone numbers or email addresses

Commonwealth Financial Services LLC Global Highlights

Location
Employees

North America
34

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  • United States Of America
    34

Commonwealth Financial Services LLC's Leadership

  • Stylized image of a person
    B. W.
    Director Of Accounting
  • Stylized image of a person
    J. S.
    Client Services Coordinator
  • Stylized image of a person
    M. T.
    Client Services Representative
  • Stylized image of a person
    N. W. C.
    Financial Advisor

Commonwealth Financial Services LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Entrepreneurship
  • Accounting
  • Other

Contact profiles from Commonwealth Financial Services LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. W.
    Director Of Accounting
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Client Services Coordinator
    Oct 23, 2024
  • Stylized image of a person
    M. T.
    Client Services Representative
    Oct 22, 2024
  • Stylized image of a person
    N. W. C.
    Financial Advisor
    May 27, 2025

Frequently Asked Questions

What is Commonwealth Financial Services LLC known for?

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Commonwealth Financial Services LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Commonwealth Financial Services LLC's company overview page for more information.

What is Commonwealth Financial Services LLC's most common email format?

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Commonwealth Financial Services LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Commonwealth Financial Services LLC email formats with LeadIQ.

How many employees does Commonwealth Financial Services LLC have currently?

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Commonwealth Financial Services LLC has approximately 18 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Commonwealth Financial Services LLC's key employees and leadership?

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As of August 2026, Commonwealth Financial Services LLC's key employees include:

  • Director Of Accounting: B. W.
  • Client Services Coordinator: J. S.
  • Client Services Representative: M. T.
  • Financial Advisor: N. W. C.

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