Resources for your financial life
Investor360°®
Access Your Account
Investor360°® is a helpful tool for accessing detailed account information and statements.
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Not signed up yet?
To receive your access credentials and login information,
please contact our office (269) 218-2100.
Learn More
Click here to view the Investor360°® user guide for more information.
You can also watch this short video to learn how Investor360°® delivers easy online access to your complete financial life.
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and passing the comprehensive CFP® Certification Exam before they can call
themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances, such as an inheritance, career change, marriage, house purchase, or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Market News.
Find some insight into what is going on with the market and the economy. Click here to visit Commonwealth’s blog - The Independent Market Observer.