Common Interests, LLC is an independent, boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.” We have no minimum requirements and are absolutely focused on solving our clients’ financial problems…of all kinds. Areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of
Comprehensive Financial Planning for individuals and families.
Our compensation comes from fee revenue as well as commissions; whichever approach is determined to be the most cost effective for each individual client. All costs issues are clearly delineated and openly discussed. We firmly believe in the social responsibility of treating others as we would want to be treated ourselves. The initial consultation is always complementary so that we can get acquainted and make the decision to move forward.
Customer inquiries, please call 732 710-4934, or email info@commoninterestsfinancial.com.
Common Interests, LLC is not a registered broker-dealer nor a registered investment advisor.
Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions.
Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions.
Insurance Services offered through Vanderbilt Insurance and other agencies.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 •
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Company Details
- Employees
- 6
- Founded
- -
- Address
- 160 Durham Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- commoninterestsfinancial.com
- Keywords
- Socially Responsible Investing, Retirement Planning, Education Planning, Impact Investing, Sustainable Investing, Responsible Investing.
- HQ
- Metuchen, New Jersey
Common Interests, Llc Questions
Common Interests, Llc's website is commoninterestsfinancial.com
Common Interests, Llc's LinkedIn profile is https://www.linkedin.com/company/common-interests
Common Interests, Llc has
6 employees.
View email and phone details for 6
employees at Common Interests, Llc.
Common Interests, Llc's industry is
Financial Services
Common Interests, Llc's top competitors are
Goldfarb Financial,
Duke International Relations Association,
Impact Growth Partners,
My Wealth Planners,
Artisan Partners,
Needham Funds,
Modernist Financial,
Bumbershoot Holdings,
Wall Street Development Accelerator (Wsda),
Jaspir.
Common Interests, Llc's categories are Financial Services
Common Interests, Llc's founding year is 1994
