OUR SERVICES | Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That's why, at Financial Technology, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.

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Personal Insurance | Personal Financial Planning | Investments

Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.

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This communication strictly intended for individuals residing in the states of AR,AZ,CA,CO,FL,GA,IL,IN,KY,MA,MD,MI,MN,MO,MT,NC,NM,NY,OH,OK,OR,PA,TN,TX,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.

Fixed Insurance products and Third Party Administrator (TPA) services offered by Financial Technology, Inc. are separate and unrelated to Commonwealth
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