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Financial Planning Help

How We Are Regulated

Commonwealth Financial Network® (Commonwealth) is regulated by Federal, State, and self-regulatory agencies, including the following:

Financial Industry Regulatory Authority (FINRA)
Securities Exchange Commission (SEC)
Securities Investor Protection Corporation (SIPC)
Municipal Securities Rulemaking Board

FINRA Securities Helpline for Seniors: (240) 386-HELP (4357)

we have answers

Know your options


You've got questions and we've got answers

2720 E Camelback RdPhoenixArizona 85016, United States   |   (602)765-2224  |  akoury@valuesquest.com.com

A common list of questions to ask when you meet with a member of our team. Each answer will be customized, based on your situation and goals.

Estate Planning:
How do I ensure my family will get the assets I worked so hard for?


Retirement Income Planning:
How can I retire with a comfortable standard of living?

Tax Planning:
Is my financial strategy paying off at tax time?


Investment Analysis and Planning:
Are my current investments right for my goals?

Protection Planning:
How do I maintain our family income if I am disabled or die?

Other Services:
Who can explain all my options for investments, insurance, trusts, will and estate planning?

COMMON QUESTIONS