Commonwealth Financial Network, the nations largest privately held Registered Investment Adviser“independent broker/dealer, announces the addition of Michael Roberts Associates, Inc., to its network of independent financial advisors. Formerly affiliated with Cadaret, Grant & Co., Inc., financial advisors Neil Hoyt, CFP, Rachel Roney, Jeffrey Klein, CFP, Sonnet Loftus, CFP, Paul Ahrens, and their team bring with them total account assets of more than $500 million.
Michael Roberts Associates is an independent financial planning firm based in Syracuse, New York. Founded in 1990, the firm works with more than 1,500 clients across the country. Michael Roberts Associates specializes in personal financial planning, retirement planning, and asset management. For more information about the firm, visit www.michaelrobertsassociates.com.
We are thrilled to be partnering with Commonwealth and its community of advisors, said Neil Hoyt. In our discovery phase, Commonwealths reputation for excellence was reaffirmed through many conversations with others in the industry. We know its leading technology, advanced planning, equity research, and low advisor-to-staff ratio will allow us to best support our clients.
We wholeheartedly welcome the Michael Roberts Associates team to Commonwealth, said Andrew Daniels, managing principal, business development. We commit to providing this financial planning-focused team with unparalleled service to support its business objectives and will deliver leading technology and resources that it can depend on to enhance its client-forward approach.
WANT TO BUILD A FINANCIAL EMPIRE?
Subscribe to the Global Banking & Finance Review Newsletter for FREE Get Access to Exclusive Reports to Save Time & Money
By using this form you agree with the storage and handling of your data by this website. We Will Not Spam, Rent, or Sell Your Information.
About Commonwealth Financial Network Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nations largest privately held Registered Investment Adviser“independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row. The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers satisfaction among financial advisors. Visit jdpower.com/awards.
Join Our Community: