Commonwealth Financial Group
Kim Martell, CPA, currently serves as a Financial Planner at Commonwealth Financial Group, bringing a strong background in banking and accounting to the role. Prior experience includes positions as a Financial Services Professional at NYLIFE Securities LLC and a Licensed Agent with New York Life Insurance Company. Previous roles encompass Vice President/Controller at Bristol County Savings Bank and Senior Financial Analyst at both Admirals Bank and Capital Crossing Servicing Company LLC. Martell's career began in public accounting as a Supervising Senior Accountant at Dipesa & Company, after earning a Bachelor of Arts in Economics/Accounting from the College of the Holy Cross. With a commitment to educating and guiding clients through their financial journeys, Martell exemplifies a dedicated professional in the financial services industry.
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.