Meet Our Partner Commonwealth Financial Services

Perry & Associates CPAs is Proud to Partner With Commonwealth Financial Services

Commonwealth Financial logo

Our passion beyond the numbers is continuously evolving! As a forward-thinking, ever-growing and ever-innovating CPA firm, we are always looking for strategic ways to be the best for our clients and help them reach new levels of growth and success. Our partnership with Commonwealth Financial Services ensures that all of our clients, regardless of size or industry, receive responsible, reliable and accurate financial guidance that makes an impact and allows them to reach their financial goals.

Commonwealth Financial Services: Financial Services Done With Integrity, Insight and Innovation

Commonwealth Financial Services began in 2003 when Roger Woodruff, Todd Kimpel and Michael Seese joined together to form a team, with offices in Parkersburg and Wheeling. They now have offices in Athens, Parkersburg, Marietta, Wheeling and Woodsfield, and a team of seven financial advisors—four of whom are Certified Financial Planner™ Professionals. They operate through a team-based approach and strive to help every client feel confident through superior financial planning.

Commonwealth Financial Services Offers Their Clients the Following:

  • Advisory and Brokerage Services
  • Disability Insurance
  • Financial Planning
  • Education Planning
  • Employer-Sponsored Retirement Plans
  • Estate Planning
  • Income Planning
  • Investment Risk Management
  • Investment Strategies
  • Life Insurance Planning
  • Long-Term Care Insurance
  • Oil & Gas Royalty Planning
  • Portfolio Risk Analysis

Learn More About Commonwealth Financial Services