TL Financial Group Joins Commonwealth Financial Network®
May. 15, 2018
WALTHAM, Mass.--(BUSINESS WIRE)--May 15, 2018--Commonwealth Financial Network ®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of TL Financial Group, of Southgate, Michigan, to its network of independent financial advisors. Formerly affiliated with LPL Financial, president and owner Tony LaJeunesse, AIF ®, along with wealth management advisors Michelle LaFuente, AIF ®, and Erin Wozniak, bring with them more than $180 million in assets under management.
TL Financial Group provides comprehensive financial planning and prides itself on its proactive approach to financial well-being. Offering a team-based method to tax planning, estate planning, and investment planning, TL Financial Group affords its clients with diversity and continuity in its services. The boutique firm delivers hands-on, tailored solutions for clients and their spouses, providing clarity and confidence at each financial milestone. For more information about the firm, visit http://www.tlfgroup.net.
“We are so pleased to join Commonwealth and be surrounded by like-minded peers who uphold high standards in wealth management,” said Tony LaJeunesse. “For our practice, the technology efficiencies and back-office support we gain as a Commonwealth affiliate will allow us to raise our bar of service standards even higher. The direct access we now have to specialists in tax, estates, and investments provides our firm with the competitive edge our clients deserve.”
Andrew Daniels, managing principal, business development, said, “We warmly welcome TL Financial Group to Commonwealth. They care deeply for their clients and their community—shared values that affirm a strong partnership fit. We will provide TL Financial Group with the high-touch service, tools, and resources to propel their business and enhance their clients’ experiences.”
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. The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
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View source version on businesswire.com:https://www.businesswire.com/news/home/20180515006505/en/
CONTACT: Commonwealth Financial Network
Jacquelyn Marchand, 781-736-7980, x9584
Senior Manager, Media Relations
KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE
SOURCE: Commonwealth Financial Network
Copyright Business Wire 2018.
PUB: 05/15/2018 02:22 PM/DISC: 05/15/2018 02:22 PM