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Timothy G

ChFC®, Series 63

New Britain, CT

Commonwealth Financial Network

Timothy Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has been with Commonwealth since 2008. In addition to advisory work, he dedicates part of his time to fixed insurance sales conducted at his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and supports advisors with operations, trading, technology, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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