Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients' goals, lifestyles, and budgets.
CFS was founded by Roger Woodruff, Todd Kimpel, and Michael Seese, who all shared the same common conviction that the interest of the clients must always come first. As affiliates of Securities America, and leveraging a combined 95 years industry experience, these three financial professionals saw clients were better served using a team-based approach. Today this approach has served over 2,000 clients.
We believe that confidence begins with a plan.
After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the goal to advance your investments when opportunities are found and preserve these investments when the environment requires caution. Our clients tell us they have "confidence because of the plan," and that is exactly what we strive to offer each and every client we serve.