WALTHAM, Mass.–(BUSINESS THREAD)–Commonwealth Financial Network®, a national company dedicated to providing financial advisors with holistic and integrated business solutions, announces the addition of Strategic Financial Solutions of Cedar Rapids, Iowa, to its network of independent financial advisors. Formerly with Principal Securities, Inc., Advisors Larry Witzel, CFP®, CLU®, AIF®, Bert McClintock, CFP®, AIF®, AIFA®, Brian Brandt, CFP®, AIF®, Jeff Haugse, Jordan Kuehner, Steven Bragg , and David Spanier, along with their extensive team of support personnel, have approximately $1.4 billion in total assets.
Strategic Financial Solutions focuses on corporate retirement plan guidance, individual wealth management and comprehensive planning for near-retirement or retirement clients. The firm is distinguished by its corporate offering, which is developed around a highly structured consultation model and a deep dedication to client education. To learn more about strategic financial solutions, visit https://www.retiresfs.com.
“Feel, fit, finances and future direction are core components of our decision-making process,” Witzel explained of the decision to make the move. “The service-oriented culture of the Commonwealth feels in sync with ours. The breadth and depth of resources, from technology and interface improvements to the Commonwealth team being available to answer our questions, make this a great partnership. Together, this will allow us to unlock even more productivity and efficiency as we look to the future.”
The newly incorporated company hit the ground running and began working with Commonwealth’s Brand Studio to develop a new website and leverage technology solutions, including the Virtual Transition Support Program, to help ensure a smooth move. “For the whole team, it’s about connectivity with the Commonwealth. We have the infrastructure in place, so if we can operate smarter and faster to deliver better results for our customers, that’s a big win,” Witzel said.
“The Strategic Financial Solutions team is focused on achieving clients’ goals through a high-touch, consultative approach,” said Becca Hajjar, Principal and Director of Business Development at Commonwealth. “We are delighted to welcome the company to Commonwealth and look forward to offering our suite of sophisticated solutions to help them scale their business, all underpinned by the same caliber of personalized service they offer their customers.”
“Over 30 years in business, we’ve evolved from a conglomerate to a true business enterprise,” Witzel said. “Our team of licensed and highly credentialed retirement specialists is incredibly dedicated and provides a consistent, personal touch to our clientele. And when the same team serves clients not just day after day, but year after year, it builds trust and ultimately customer retention and referrals.”
About Commonwealth Financial Network®
Member FINRA/SIPC Commonwealth Financial Network, a registered investment advisor, provides financial advisors with holistic and integrated solutions that support business evolution, growth acceleration and operational efficiency. JD Power ranks Commonwealth Financial Network as “#1 in independent advisor satisfaction among financial investment firms, nine times in a row.” Privately held since 1979, the company has headquarters in Waltham, Massachusetts, and San Diego, California. Find out more about how the Commonwealth partners with over 2,000 independent financial advisers across the country by visiting www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment in JD Power’s 2010, 2012, 2013, 2014, 2018, 2019, 2020, 2021 and 2022 Financial Advisor Customer Satisfaction Studies . Visit jdpower.com/awards.
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