COMMONWEALTH FINANCIAL NETWORK®
Experience the Power
of a Network of Professionals
Committed to Excellence
When it comes to financial advice, you certainly want the assurance that “what you see is what you get.” That’s why our firm’s approach to client relationships is to be clear and direct—minus any jargon, confusing concepts, or superfluous information. But when you partner with PV Navigator you also get a great deal more behind the scenes.
We are not simply an independent financial firm; we are affiliated with a powerful network of professionals aligned to bring you the ultimate in service and professionalism.
A Powerful Network
Strength in Numbers
Through our partnership with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, we gain access to numerous resources that we translate into indispensable service for our clients. With more than 2,000 affiliated advisors* like us, Commonwealth is a national firm that has spent more than 40 years providing investment research guidance, access to professional money managers, smooth transaction processing, and sophisticated technology. Combined, the 974* professionals at Commonwealth have more than a millennium of financial services experience.
Investment Research
Commonwealth’s Investment Management and Research team helps us provide you with the highest level of investment advice. The team’s expertise spans asset allocation strategies; advanced portfolio construction techniques; and analysis and monitoring of individual securities, alternative investments, exchange-traded funds, and more. The team also delivers timely insight into market opportunities and investment performance—all to ensure that we’re providing you with the products and strategies to best meet your objectives.
What’s more, Commonwealth has contracted with experienced providers in outside investment research, which gives us access to up-to-the-minute data on the universe of mutual funds, separately managed accounts, annuities, exchange-traded funds, equities, and select alternative investments. We will have our finger on the pulse of financial markets and products.
Financial Planning
Because your life extends beyond the realm of your investment portfolio, the Commonwealth team also employs financial planning experts to assist us in addressing your planning needs and to provide us with leading planning tools and resources. The team consists of more than 45 professionals with advanced certifications and designations—experts who support us in delivering the solutions you need in estate planning, taxation, risk management, business planning, and retirement planning.
Sophisticated Technology
Our world moves at a breakneck pace, and technology changes even faster. So Commonwealth provides us with the platform we need to manage your financial life, run our office at peak efficiency, and allow you to interact with us and your accounts in whatever ways are most convenient for you.
And There's Much More
This is just a sample of the support resources Commonwealth brings to the table to help us help you. As you can see, when you partner with Pioneer Valley Financial Group, LLC, you get more than our wisdom, experience, and service— you gain access to an entire network dedicated to our mutual success.
Let PV NAVIGATOR Chart Your Course!