Commonwealth Financial Group
About
Charles Floeckher is a financial planner listed in Marblehead under Commonwealth Financial Group, running his practice under the name TrueView Financial. He offers investments, insurance and retirement solutions. Commonwealth Financial Group describes its role as educating and empowering clients so they can take steps toward financial confidence, using a customized approach to planning meant to give clients the knowledge, skills and resources to handle complex decisions.
The broader firm reports delivering ideas, concepts and service to more than 95,000 clients. Its advisors collaborate with each client’s existing advisory team so the result is a single, integrated financial strategy. The firm’s leadership includes strategists focused on estate planning, advanced planning, investment planning, life insurance and relationship management, along with a director of investment operations and a director of career development.
What to Know
- Floeckher describes himself as a future Marblehead resident.
- Commonwealth Financial Group runs a Financial Planning Mastery Program to train aspiring planners.
- The firm also operates the CFG Brokerage Network.
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