Life Transition
Getting Married, Welcoming a new addition to the family, Changing Jobs, Getting ready to retire? Select this option if you're at an inflection point in your life and would like to discuss how it impacts your financial plan! We'll have a quick meeting to gather information, and we can schedule more time to present the impacts after our first meeting.
30 minutes
Life Transition
Getting Married, Welcoming a new addition to the family, Changing Jobs, Getting ready to retire? Select this option if you're at an inflection point in your life and would like to discuss how it impacts your financial plan! We'll have a quick meeting to gather information, and we can schedule more time to present the impacts after our first meeting.
30 minutes
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 S
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
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 S
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