Financial services team up | News, Sports, Jobs
MARIETTA – A financial planning firm in Marietta since 1986, Fleming Watson Financial Advisors joined Commonwealth Financial Services as part of the firm’s expansion to Marietta.
Fleming Watson Certified Financial Planners Neal Watson, Jim Watson and Susan Watson will bring over 85 years of combined experience to the Commonwealth team.
“Joining forces with the Commonwealth is exciting. This partnership allows us to continue to help our customers for many years to come. Todd (Kimpel), Mike (Seese) and their team have built an exceptional company with a culture of putting customers first. We look forward to helping Commonwealth become the region’s premier financial planning firm ”, Neal Watson said.
Founded in 2003, Commonwealth Financial Services is an independent wealth management firm that delivers financial, investment and retirement strategies through innovative planning tailored to our clients’ goals, lifestyles and budgets.
“We are delighted that Jim, Neal and Susan are joining the Commonwealth family. As the Commonwealth grows, we are not looking for growth for the sake of growth. We value above all a commitment to the customer, people of high moral character who correspond to our culture ”, Commonwealth co-founder / owner / financial advisor, said Todd Kimpel. “Fleming Watson’s team is exactly that kind of team. We are also very happy to be part of the Marietta business community. We look forward to learning from Jim, Neal and Susan as we develop our ability to serve our clients.
Watson said the benefit of the Commonwealth merger provides stability to its clients for many years to come and will make a business even stronger as it enters the Marietta market.
“It creates a level of continuity that we didn’t have before and that ensures our business lasts beyond us. Give our customers some peace of mind knowing that there is someone there if something bad happens ”, Watson said. “The other benefit is that it helps to develop a strong business in an even stronger position by entering the Marietta market, significantly to continue to build our brand and build the business in a positive direction to become a company. leading financial planning firm in the Region. “
Although this is the Commonwealth’s first location in Marietta, the office will remain the same at 512 Third St.
Marietta joins a growing list of locations that offer Commonwealth services, with offices in Parkersburg, Wheeling, St. Clairsville, Athens and Woodsfield.
Neal Watson said he was already looking forward to working with the experienced staff of Commonwealth financial advisers.
“Dad and I will make nine advisors in total on the staff of the company. There’s a lot of experience, a lot of knowledge there, and a different take on a lot of things that we might not have had before. Even more expertise in this team than we had in past years ”, Neal Watson said.
Tyler Bennett can be contacted at