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Richard B

CFP®, Series 63

Vestal, NY

Commonwealth Financial Network

Richard Bulger is a CFP® professional with 47 years of industry experience. He has been with Commonwealth Financial Network since 2003. Outside of his advisory role, he is president and sole owner of Benefit Consultants Inc., a third-party administrator providing design, installation, and administration services for qualified plans. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, and compliance.

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

Series 63

Vestal, NY

Commonwealth Financial Network

Daniel Tucker is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has been with Tucker Haskins and Associates and Commonwealth Financial Network since 2005. Tucker is also president and co-owner of Tucker-Haskins, Inc., an entity engaged in securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, 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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James H

Series 63

Vestal, NY

Commonwealth Financial Network

James Haskins is a financial advisor with Commonwealth Financial Network in Vestal, NY, holding a Series 63 designation and 32 years of industry experience. He has worked at Tucker Haskins & Associates and Commonwealth Financial Network since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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