Our Partners

National Financial Services:

As part of our effort to provide you with quality service, our broker/dealer (Commonwealth Financial Network) has an agreement with National Financial Services LLC by which National Financial Services LLC provides trade execution, clearing, and other related services for your brokerage account.

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. Their parent company, Fidelity Investments, is one of the world’s largest providers of financial services, with assets under administration of $7.4 trillion, including managed assets of $2.7 trillion as of March 31, 2019. The firm is one of the largest mutual fund companies in the United States. Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to be working with National Financial Services LLC. As a privately held business, Fidelity doesn’t have the distractions of a publicly held firm, so it can continue to focus on providing quality products and services that we can pass on to our customers. These products include:

  • The retirement product line, which offers a wide array of funding options and services to help meet a range of retirement planning needs
  • Access to a virtual supermarket of mutual fund and annuity providers
  • A choice of asset management accounts (AMAs) designed to combine your brokerage account with a range of banking features, including check writing and debit cards
  • Flexible money movement options to and from your brokerage account, including check, wire, and electronic funds transfers
  • Access to your brokerage account, quotes, market data, and bill payment features online
  • A comprehensive statement that gives you the convenience of having your investment activities in one place, helping you better manage your investments and plan for your financial future