Common Wealth Financial is a comprehensive financial planning firm based in Vestal, New York. Dedicated to helping individuals, families, and businesses build and protect wealth, the firm offers customized strategies tailored to each client’s financial goals and life stage. As an affiliate of Commonwealth Financial Network®, a highly regarded independent broker-dealer, the firm brings access to a broad range of investment options and cutting-edge planning tools. Their advisors emphasize personalized client relationships and holistic planning that integrates retirement, investment, insurance, and estate strategies.

The team at Common Wealth Financial specializes in guiding clients through life’s financial milestones—from saving for college to planning for a secure retirement. Their approach centers around trust, transparency, and long-term client partnerships. They foster a culture of education by frequently engaging clients in the financial decision-making process. With a strong commitment to fiduciary standards, they always prioritize clients’ best interests.

Website: http://www.bulgerfinancial.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment advisory and portfolio management
– Life and long-term care insurance solutions
– Estate and legacy planning
– Tax-efficient strategies
– Education savings planning
– Business retirement plan consulting