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 Registered Investment Adviser. 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