Commonwealth Financial Group
Jim Ditzel, MSM, CFP, ChFC, CLU, CASL, is a seasoned financial professional currently serving as Senior Partner at Commonwealth Financial Group since February 2014. Prior to this role, Jim held the position of Managing Director at Northwestern Mutual from November 2000 to February 2014. Educational qualifications include a Master of Science in Management with a focus on Executive Leadership from The American College (2012-2013) and a Bachelor of Science in Finance from Bentley University (1997-2001).
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.