In the News

EAST COAST ADVISORY SELECTS COMMONWEALTH FINANCIAL NETWORK®

 

Plymouth Meeting, PA (October 31, 2019)—East Coast Advisory, with offices in Plymouth Meeting, Allentown, and West Chester, Pennsylvania, has selected Commonwealth Financial Network as its new Registered Investment Adviser–independent broker/dealer partner.

With a team of 5 private wealth managers and backed by 20 operations executives, ECA serves a clientele of unions and union members. It's business model, and its brand, is firmly rooted in the widest possible strategic arc. Service concentrations include retirement income services, investments and asset management, estate planning strategies, and insurance. Whether you are leaving the workforce and preparing to enjoy your golden years or still within a few years of retirement, East Coast Advisory can provide you with the necessary strategies to help you reach your goals.

While the financial services industry continues to evolve at a rapid pace, partnering with Commonwealth will allow East Coast Advisory to bolster their client-advisor relationships as they leverage the firm’s fully integrated, state-of-the-art technology solutions. In addition to providing East Coast Advisory with IT consulting, compliance, and practice management support, Commonwealth brings a culture of independence and advice-based delivery of service that aligns perfectly with East Coast Advisory’s approach to financial planning. The relationship, cemented after a lengthy due-diligence process, will bear significant improvements to the client and advisor experience.

“Commonwealth is proud to have earned the trust of a practice with the impressive size and breadth of East Coast Advisory, and we wholeheartedly welcome them to our community,” said Commonwealth’s Andrew Daniels, managing principal, business development. “We are perfectly poised to support their operations at scale, enable their team, and ensure their business continues to thrive with our trademark personal attention backed by a robust technology suite.”

ECA partner Ed Campbell notes the impact this partnership will have, stating, "We're excited to begin this new relationship with this undisputed and recognized industry leader. Their overall excellence will deliver real benefits to our team and to our valued clients.”

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through East Coast Advisory or CES Insurance Agency.

 

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network®, Member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Six Times in a Row.” The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.

 

*Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.