Our goal is to provide Financial Advisors Complete Succession Planning to protect their clients provide for themselves , their families,,OSJ's, And their B/D's. Most advisors don't have a Succession Plan in place leading to a disaster when the event occurs.. I specialize in presenting workshops and seminars where the tough questions are asked and discussed to help advisors help themselves. For OSJ's and B/D's A a value added workshop as a recruiting tool to provide real value to new reps looking to make a change.
| Website | http://www.masielloretirement.com |
| Revenue | $1 million |
| Employees | 42 (7 on RocketReach) |
| Founded | 1990 |
| Phone | +1 585-720-0590 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Advisor Succession Planning, Retirement Planning, Financial Planning, Business Succession Planning, Practice Transition, Financial Advisor Transition, Business Exit Strategy, Retirement Advisor, Wealth Management, Estate Planning, Financial Services, Investment Advisory, Mergers And Acquisitions, Buy-Sell Agreements, Continuity Planning |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, BlackRock, T. Rowe Price, State Street Global Advisors, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, American Funds +43 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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Common Sense Financial Questions
The Common Sense Financial annual revenue was $1 million in 2026.
Austin Webb is the Partner of Common Sense Financial.
7 people are employed at Common Sense Financial.
Common Sense Financial is based in Rochester, New York.
The NAICS codes for Common Sense Financial are [52, 523].
The SIC codes for Common Sense Financial are [62, 621, 6211].
Top Common Sense Financial Employees
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Austin Webb
Partner at Common Sense Financial
Eagle Mountain, UT, US11 -
35+
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Cameron Webb
Indpendent Financial Professional at Common Sense Financial
American Fork, UT, US -
Tori Frei
Independent Financial Professional at Common Sense Financial
Salt Lake City, UT, US3 -
Mariah Raffaell
Freelance Financial Consultant at Common Sense Financial
Pocatello, ID, US11
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