Investment Services
It's time to focus on your future.
Our experienced professionals offer a wealth of knowledge
Whether you are building your first portfolio or a seasoned investor seeking to fine-tune your strategy, a CommonWealth One Financial Network Consultant is ready to provide you with personalized service and expert guidance.
Let us help you navigate a complex financial world
Our Investment Services professionals can certainly help you buy stocks and bonds - but that's only the beginning. Our team will also take the time to understand your long-term goals and risk comfort levels and to assist you with everything from college savings to insurance purchases to retirement planning.
- Personalized investment planning and portfolio management
- Access to a wide range of investment products and solutions
- Professional guidance and advice from experienced financial advisors
- Ongoing portfolio monitoring, performance tracking, and rebalancing
- Education and resources to help investors make informed decisions and stay informed about market trends and developments
Expertise you can count on
Denise Rich, the CommonWealth One Financial Network Senior Wealth Advisor, can provide you with insight into big-picture market and economic conditions and help you use that information to pursue personal financial goals.
Getting started
Please take a moment to fill out this form to schedule your complimentary, no-obligation consultation. We'll get back to you as soon as possible and begin the process of helping you make informed investment decisions.
Lock in an attractive rate and go about your life as your dollars grow.
What's Your Journey?
This credit union has been a big part of my family as we've faced different life transitions, like purchasing cars and managing our finances. I appreciate the engaging programs for my children. The auto loan product has been especially helpful for me, providing a simplified car shopping experience.
Member Since 2009
CommonWealth One Federal Credit Union is a full-service financial institution with branches in Northern Virginia, Maryland and Washington D.C.
Not Federally Insured. Not obligations of the credit union. Not guaranteed by the credit union. Investments involve investment risk, including the possible loss of principal. Products may be offered by an employee who serves both function of accepting member deposits and selling non-deposit investment products.