Investment Services

How do we help you increase your wealth? It starts by sharing our wealth of knowledge.

Additional Resources - more information about Investment Services

Minimize your risk, maximize potential returns

Whether you're just starting, building your financial assets, or a long-time investor, CommonWealth One Financial Network can help you with an individualized investment approach. We take the time to understand your personal goals and risk comfort levels as we help shape your portfolio while capitalizing on opportunities and overcoming any challenges.

Timothy States, our CommonWealth One Financial Network Financial Consultant, helps you pursue your lifetime financial goals and assist in making important investment decisions. You'll have access to various services and resources:

Retirement planning
Investment services
Insurance products
Saving for college
Informational articles
Seminars

Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC.

Let's discuss your financial future

Please take a moment to fill out this form to schedule your complimentary, no-obligation consultation today. We will create and discuss your complimentary Retirement Analysis, which includes various scenarios, predictions, and options to keep you on track to meet your retirement goals.

First Name *

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9:00 a.m. - 11:00 a.m. 11:00 a.m. - 1:00 p.m. 1:00 p.m. - 3:00 p.m. 3:00 p.m. - 5:00 p.m. After 5:00 p.m.

What is your most immediate financial concern?

What are your top 3 financial goals?

Are you currently saving on a regular basis and/or making contributions to a retirement account?

Are you ready to make a commitment to making your financial dreams come true?

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CommonWealth One Federal Credit Union is a full-service credit union with branches in Virginia and Washington, D.C.

Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA). SAI and SAA are separately owned and other entities and/or marketing names, product and services referenced here are independent of SAI/SAA. Timothy C. States, Investment Advisor Representative. CommonWealth One Financial Network. Not NCUA Insured. No Credit Union Guarantees. May Lose Value.

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.