We Take a "Common Sense" Approach to Pursuing Your Financial Goals  

Common Cents Planning evolved out of Dunbar and Associates, Inc., which was founded in 1985. The name was changed to reflect how we provide service to our clients.

Named a “ *FIVE STAR Wealth Manager:  Best in Client Satisfaction” by Philadelphia Magazine in
2009, 2010 and 2011.

*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.  No fee is paid to be included in the research or on the final list.  The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation.  The award is not indicative of the wealth manager's future performance.
Featured Content: Latest Article and Market Commentaries

Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.

View the Featured Article

Last Updated: 05/14/12


Account Access
HOME | ABOUT US | OUR SERVICES | TOOLS & INFO | ACCOUNT ACCESS | CONTACT US | FEATURED ARTICLES | FACT vs FICTION
This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,CT,DE,FL,GA,MA,MD,ME,NC,NJ,NY,PA,SC,TN,VA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®.
Member FINRA, SIPC
Financial planning provided by Planning Directions, Inc. in PA, NJ
Privacy Policy
© Copyright 2004 - 2012