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CommonWealth Financial Planning Logo
CommonWealth Financial Planning CB Rank
446450
Heat Score
67
CommonWealth Financial Planning provides investment management, budgeting, insurance, employee benefits, tax & retirement planning services.
Private Roanoke, Virginia, United States1-10 commonwealthplanning.com/
Advice
Employee Benefits
Financial Services
Insurance
Retirement
Overview

CommonWealth Financial Planning
Heat Score
67

Growth Score
pts
in past quarter
Heat Score 67
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About CommonWealth Financial Planning

CB Rank
446450
CommonWealth Financial Planning provides investment management, budgeting, insurance, employee benefits, tax & retirement planning services.
Private Roanoke, Virginia, United States1-10 commonwealthplanning.com/
Advice
Employee Benefits
Financial Services
Insurance
Retirement

Key People

Details

Legal Name CommonWealth Financial Planning, LLC
Operating Status Active
Company Type For Profit
Founders  Cynthia J. Petzold
Phone Number +1-540-772-0474
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

332

IT Spend

$119KThis year, CommonWealth Financial Planning is projected to spend $119K on IT, according to Aberdeen.

Active Website Tech Count

4CommonWealth Financial Planning is actively using 4 technologies for its website, according to BuiltWith. These include Google Font API, Content Delivery Network, and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is CommonWealth Financial Planning's headquarters? CommonWealth Financial Planning is located in Roanoke, Virginia, United States.Who are CommonWealth Financial Planning's competitors? Alternatives and possible competitors to CommonWealth Financial Planning may include Betterment, Charles Schwab, and  Wealthfront.
Who We Are
What We Do
Helpful Links
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