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We help you simplify, organize, and plan your financial future.

We take life’s complexities and shape them into a straightforward and manageable plan. We take the time to learn how you want to live your life in order to craft a financial plan made for you.

You want a trusted advisor who takes an objective look at your financial health, who develops and monitors the right balance of investments based on your goals, and who independently assesses your insurance needs. We are your go-to people, helping make financial decisions easier for your family. 

Read a real life story about how we made an impact on a client’s life.
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This communication strictly intended for individuals residing in the states of AR,CA,CT,DE,FL,GA,IL,MA,MD,ME,MI,NC,NH,NJ,NM,NY,TX,VT,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®, Member FINRA, SIPC. Investment advisory services may be offered through
Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser.
Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth.
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