Retirement & Estate Investment Services, LLC - Home

Offering High-Quality Financial Services at a Fair and Reasonable Price

Retirement & Estate Investment Services, LLC, is an independent company and part of Commonwealth Financial Network®, the nation's largest privately owned broker/dealer. Its advisors are able to offer objective financial planning and investment advisory services to clients. With more than 30 years of experience, the firm has a solid understanding of how the market affects investment income, and offers sensible, cost-effective options that are capable of funding a secure retirement.

  • Retirement Investment Services
  • Trust Asset Management
  • Estate Investment Services
  • Multigeneration Wealth Management



In The Community

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  • IRA/401(k) Rollover Accounts
  • Tax-Advantaged Investments
  • Portfolio Management
  • College Funding Programs



Educational Materials

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Most Recent Article

Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

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Market Updates

Market Thoughts (video)

Weekly (03/19/18)

Monthly (03/05/18)

Our Team

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Meet our team of investment research specialists

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