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Thank you for your Business!

We are grateful for your business and for the opportunity to be of service to you. We appreciate the confidence you have placed in us as we partner with you to pursue your financial goals. We are committed to your success and our goal is to continue to provide you the best possible service. We welcome the opportunity to support your continued success and would like for you to join our growing Family of Clients.

Our partners hold several professional designations in the financial services specialty. Most of our Operations Team Members hold the Registered Paraplannersm designation as well as other professional designations. Our credentials and dedication to continuing education allow us to remain up to date on changes in the industry and economy and makes us better able to serve you in the fluctuating financial and regulatory environment.

Click here for Disclosures

This link takes you to the forms our regulators require us to file and make available to our clients.  This is where we dot all of our “i’s” and cross all of our “t’s” and make sure you have complete information about our firm and our financial advisors.  Our complete privacy policy is included here which is updated and distributed to our clients on a yearly basis.



Parkersburg Office
225 College Parkway
Suite 101
Parkersburg, WV 26104

Phone: (304) 422-3531
Fax: (304) 428-6222
Toll Free: (800) 422-4644

Wheeling Office
21 Warden Run Road
Suite 201
Wheeling, WV 26003

Phone: (304) 230-2384
Fax: (304) 230-2385
Toll Free: (866) 266-5955

Email Our Team

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Commonwealth Financial Services, Securities America Inc., and Arbor Point Advisors LLC are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.