We provide great service:
Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day.
We educate:
We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching.
We give back:
We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations.
Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Reid Prinzo is required to act in a fiduciary capacity.
Firm Start Year
1951
No. of Employees
5-9
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/RetirementPlanning.netPromoterDisclosure_Reid_Prinzo_Shawn_Maloney.pdf
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, ID, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.