Commonwealth Financial Network® Congratulates Honorees on the NAPA Top DC Advisor Teams List
WALTHAM, Mass.--(BUSINESS WIRE)--Dec 19, 2018--Commonwealth Financial Network ®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, congratulates ten affiliated practices on being named to the National Association of Plan Advisors (NAPA) 2018 Top DC Advisor Teams list. Now in its second year, the list was featured in a recent NAPA Net Daily newsletter and is featured online.
The ten Commonwealth-affiliated offices named to this list are:AFS 401(k) Retirement Services, LLC, Bethesda, Maryland Benjamin & Company, Philadelphia, Pennsylvania Financial Technology, Inc., East Lansing, Michigan Grinkmeyer Leonard Financial, Birmingham, Alabama Infinitas, Overland Park, Kansas The Insurance Exchange, Rockville, Maryland The Kraematon Group, Inc., Wellesley, Massachusetts Paris International Corporation, Great Neck, New York Summit Financial Corporation, Burlington, Massachusetts Tsukazaki & Associates, LLC, Honolulu, Hawaii
“Congratulations to the Commonwealth practices recognized as top DC advisor teams,” said Wayne Bloom, CEO of Commonwealth. “These teams provide guidance to help build a financially sound retirement for millions of working Americans. We value their commitment to the industry, their partnership with Commonwealth, and their ongoing efforts to better the financial livelihood of their clients. We look forward to supporting their continued accomplishments.”
The NAPA Top DC Advisor Teams* list includes defined contribution (DC) practices ranked by self-reported DC assets under advisement. Practices with assets under advisement of more than $100 million are featured. Nearly 300 firms submitted applications, of which 255 (85% of candidates) were recognized. For more information, please visit www.napa-net.org.
About Commonwealth Financial Network Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit .
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* The 2018 NAPA Top DC Advisor Teams List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 300 qualified firms were considered of which 255 (85% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: .
View source version on businesswire.com:https://www.businesswire.com/news/home/20181219005431/en/
CONTACT: Jacquelyn Marchand
Senior Manager, Media Relations
Commonwealth Financial Network
KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES CONSULTING FINANCE
SOURCE: Commonwealth Financial Network
Copyright Business Wire 2018.
PUB: 12/19/2018 09:26 AM/DISC: 12/19/2018 09:26 AM