Retirement & Estate Investment Services, LLC - Home

Accredited Investment Fiduciary® Designee

Offering High-Quality Financial Services at a Fair and Reasonable Price


Retirement & Estate Investment Services, LLC, is an independent company and part of Commonwealth Financial Network®, the nation's largest privately owned broker/dealer. Its advisors are able to offer objective financial planning and investment advisory services to clients. With more than 30 years of experience, the firm has a solid understanding of how the market affects investment income, and offers sensible, cost-effective options that are capable of funding a secure retirement.

  • Retirement Investment Services
  • IRA/401(k) Rollover Accounts
  • Trust Asset Management
  • Tax-Advantaged Investments
  • Estate Investment Services
  • Portfolio Management
  • Multigeneration Wealth Management
  • College Funding Programs