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| Commonwealth Financial Partners, LC |
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Mission statement:
We offer insurance and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct.
We are dedicated to the success of our associates. We constantly strive to enable them to be of greater service to their clients. It is our objective that each associate be a highly competent professional, respected for technical expertise, product knowledge and commitment to professional growth through continuing education and service to the community. |
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Overview:
The Commonwealth Financial Partners, LC, a general agency of Massachusetts Mutual Life Insurance Company, currently serves over 25,000 clients in the Virginia and Eastern North Carolina area.
Our headquarters in Virgina Beach, VA provides training, technical support and administrative services to a network of affiliated offices in Lynchburg, Charlottesville, Harrisonburg, Roanoke, Franklin, Emporia, Williamsburg, Newport News, and Nags Head, NC.
Our agents are a group of 52 highly trained professionals who are backed by a team of product specialists with 65 of years of combined experience in estate analysis, charitable giving, life insurance and annuities, pension and retirement plans, business insurance, executive compensation, employee benefits and disability income insurance.
Uncertainty creates opportunities for those properly positioned to take advantage of them. That's where we come in. Our goal is to help you reach your goals.
Agency Mission/Philosophy
We will build long term client relationships predicated upon trust, integrity, and service. Our unique, yet comprehensive approach to our work, invites clients to see into their future. Our support and solutions are designed to convert their respective vision and goals into realities. We believe we make a profound difference in the lives of each of our clients whom we serve.
We are dedicated to providing support and counsel to enable each of our associates to discover their potential.
Our Financial Strategy
At the Commonwealth Financial Partners, LC, our strategy is to recommend products based on a clear understanding of the client's needs and objectives taking into account the risks associated with taxes, inflation and market fluctuations, loss of income and premature death. Therefore, our philosophy or strategy is to recommend a disciplined approach to protection based on a solid foundation of insurance. |
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