J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Commonwealth is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S. Fitzgerald Financial Group of Vineland, an independent financial planning practice, has been affiliated with Commonwealth since 2017.
In the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, Commonwealth received an overall satisfaction score of 942 on a 1,000-point scale, compared with an independent segment average of 784, and outpaced the next-highest-ranked firm by 76 points.
“It’s an honor to be the highest ranked firm in the independent channel for seven straight times,” said Commonwealth CEO Wayne Bloom. “…we are incredibly grateful for Fitzgerald Financial Group’s feedback and partnership.”
“I am proud to be associated with an RIA–broker/dealer that maintains such high service standards,” said John Fitzgerald, president and lead financial advisor of Fitzgerald Financial Group. “To be supported by Commonwealth’s business solutions and deep bench of skilled and caring professionals gives me confidence that both my team and my clients are a priority.”