Advisors list technology integration and high-level service offerings as deciding factors for the move.
WALTHAM, Mass.–(BUSINESS WIRE)–Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Core Financial Group of Yuba City, California, to its network of financial advisors. Formerly with Advisor Group, advisors Michael Critchfield, CFP®, and Matthew DiGiacomo, CFP®, along with their team, bring with them over $230 million in client assets.
Core provides comprehensive planning and consulting to individuals, mainly retirees and preretirees, as well as families and small business owners. Their specialized, high-touch model combines customized personal service with a sense of connection among clients through events and common interests. The firm’s goal is to further expand its fee-based business. “We provide a hallmark service style and stand-out approach to guiding our clients, whether fee or commission accounts, and we believe that is a huge differentiator,” said Critchfield. To learn more, visit http://www.mycoremoney.com.
On making the move to Commonwealth, DiGiacomo summarized, “It comes down to technology, service, and culture.” The team is excited by the seamless integration of both the advisor- and client-facing technology platforms and looks forward to tapping into Commonwealth’s advanced, customizable tools. “There’s a lot of flexibility to help get you where you want to go,” he added.
The team also identified clear parallels with Commonwealth’s service philosophy, pointing to the strength of its bicoastal technology and service support centers. Staffed by more than 150 highly trained home office employees, professional assistance is available to advisors during extended operating hours, six days a week. “The advisor-centric, service-oriented culture aligns with who we are and the way we serve our own clients,” explained DiGiacomo.
“Core is committed to creating a network of clients similar to how Commonwealth fosters its community of advisors, which makes us a great pairing,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth. “We’re excited to welcome them into the fold and support them with integrated technology and flexible support and service to help them realize their vision for growth.”
About Commonwealth Financial Network®
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com.
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
*As of 12/31/2021