Investment Services

Whether you are just starting out in life, building your financial assets, or are an experienced investor, CommonWealth One Financial Network can help you choose the right investment options

Through individual consultation, our CommonWealth One Financial Network Financial Consultant, Timothy States can Picture of Timothy Statesassist you in pursuing your lifetime financial goals, from preparing for retirement, developing a college savings plan, or even starting out with the basics of investing. He can also help you plan for your goals and assist in making important investment decisions.   

  • Retirement planning
  • Investment services
  • Insurance products
  • Informational articles
  • Seminars

Complimentary Retirement Analysis

Create your complimentary Retirement Analysis, including various scenarios, predictions, and options to keep you on track to meet your retirement goals.

Schedule An Appointment

Call or click here to schedule your complimentary, no obligation consultation today.

Visit CommonWealth One Financial Network to learn more.

Important! The above email address is not a secure means of communication.  Do not send personal information such as your account number or social security number, inquiries about specific account information, or request changes to your account record. For these purposes, contact us securely within Online Branch.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Investment Advisor Representative. The Securities America companies and CommonWealth One Financial Network are separate entities. Securities Licensed in: DC, MD, NC, NJ, SC, VA, WV

Not Federally Insured.  Not obligations of the credit union. Not guaranteed by the credit union.  Investments involve investment risk, including the possible loss of principal. Products  may be offered by an employee who serves both function of accepting member deposits and selling non-deposit investment products.