CommonWealth Financial Planners is a Registered Investment Advisory Firm with the Securities and Exchange Commission. The team at CommonWealth Financial Planners has distinguished itself since 1983 by the genuine care and concern extended to our clients. We deliver excellent client service along with integrity, honesty, experience and knowledge while building long-term relationships with our clients.
Our approach is to establish a lifelong partnership with you. The longer we know you, the more we’ll know about you and your unique situation, and therefore, the more we’ll be able to help you. It is an ongoing process – not a single event.
Our aim is to determine your financial planning needs and desires; then provide you with the information, recommendations and tools necessary to meet your needs.
Our philosophy is that wealth is created through ownership.
Our goal is to help you reach yours.
Your Rights as a Client:
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CommonWealth Financial Planners, Inc.
Registered Investment Adviser/Securites and Exchange Commission
1033 Canton Street
Roswell, GA 30075
Phone: 770-399-6644
Fax: 770-399-5386
norman.shirley@
raymondjames.com
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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