Brokerage and Insurance
Click here to access your Brokerage accounts online.
Whether you’re working toward short-term financial goals or trying to plan for the unexpected, our brokerage and insurance specialists take the time to sit down with you and listen to your concerns and objectives. We’ll then help you customize a plan that can meet your current financial needs and provide a secure future for your family.
Brokerage ServicesThrough our partnership with LPL Financial, Commonwealth Brokerage Services clients benefit from a staff of fully licensed brokerage professionals who can help you buy and sell a large selection of securities at competitive commission rates. We offer a variety of investment product lines designed to fit your individual investing needs, along with a personalized, one-on-one approach and convenient local delivery.
Our Brokerage Services clients have access to a full spectrum of investment accounts, including:
- Equities and Equity Research
- Corporate and Government Bonds
- Tax Advantaged Investments
- Mutual Funds
- Fixed and Variable Annuities
- 529 Plans
Insurance ServicesNo financial plan is complete without considering insurance needs. At Commonwealth, we provide the guidance and support you need to make informed decisions about your insurance opportunities. Including insurance in your financial plan will guarantee delivery of dollars at the time you need them.
A dedicated staff member will meet with you to discuss the different insurance options available:
In the event of your death, life insurance can protect your home, your family's lifestyle or your child's education. Cash benefits from a life insurance plan can help defray the costs of loss of income, funeral expenses, mortgage payments and unpaid medical bills. Life insurance benefits can be used to help with retirement income, payment of estate taxes, college expenses, and childcare.
In the event that an accident or illness interferes with your ability to earn an income, disability insurance can protect against this potential loss and provide peace of mind to you and your family.
Long Term Care Insurance
The need to enter a nursing home or have home health care service can quickly deplete assets. Long-term care insurance can protect you from losing a lifetime of accumulated savings and help assure your independence, protect your family and provide peace of mind.
Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.
Commonwealth Brokerage Services has entered into a third party brokerage arrangement allowing LPL Financial to offer securities to Commonwealth Brokerage Services customers. Commonwealth Bank & Trust and Commonwealth Brokerage Services are not registered broker/dealers, nor are they affiliated with LPL Financial. Securities and insurance products are offered by and investment consultants are registered with LPL Financial and its affiliates, Member FINRA / SIPC.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please not that not all of the investments and services mentioned are available in every state.