Insured Wealth Solutions

Founded in 1979, Commonwealth Financial Network is a privately owned independent firm that offers a range of investment and insurance products and services. The firm provides mutual funds, individual equities, options, fixed- income, metals, private placements, variable annuities and insurance products. In addition, it offers Preferred Portfolio Services, which is an asset management program. Commonwealth Financial Network offers MoneyGuidePro, which is an Internet-based financial planning program. It also offers insurance analysis, asset allocation, portfolio optimization, employee stock option and real estate planning services. The firm supports more than 1,000 independent registered representatives worldwide. It is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. With one of its offices in San Diego, Commonwealth Financial Network also maintains a location in Waltham, Mass.

Since 1922, CSI Financial Services LLC is one of the leading providers of zero- and low-interest loan programs to the healthcare industry in the United States. Located at San Diego, Calif., the company serves both healthcare providers as well as patients across the United States by operating a ClearBalance program which offers monthly payment option and in-house call center staff. Some of its clients include Glens Falls Hospital, Sharp HealthCare, Faxton St. Luke's Healthcare and Florida Hospital, to name a few.