We can’t say enough about the excellent professional advice we’ve received from Paul & Graz over the past 10 years. Their genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us the most. Their quality of service is above and beyond. The best part about working with Paul & Graz is the personal connection, we always felt that we were more than just another client. Without reservation, we’d recommend their services to our close friends and relatives. We look forward to many more years of support.

I have been a client with Graz and Paul since 2016 and am happy to have been referred to them. They are approachable, personable, kind and, important to me, highly ethical. I am an investor with a modest portfolio and always feel the attention given me equal to clients more financially privileged than I. They keep in touch on a regular basis, are always available, and they return phone calls promptly.

Their strategy put our financial interests first, even though it meant that their own commission would be lowered. We were left with no doubt about their integrity and professionalism, and their commitment to putting their clients’ best interests above their own profits.

They communicate with us regularly to ask about any changes in our finances, and to keep us abreast of the markets, all while respecting our comfort level without ever being pushy.

I have been a happy client of Paul Perrone and his CommonWealth Team since 2014. He is professional, knowledgeable, personal and makes sure he understands my financial goals and plans for the future. Paul provides as much information, or in my case as little, information I would like on my portfolio throughout the year. Every year I am pleasantly surprised by my CommonWealth portfolio’s performance, and I have confidence in Paul’s ability to manage my investments.

The best three words to describe Paul and Graz: professional, knowledgeable and prompt. I am delighted to have the CommonWealth Team managing and growing my portfolio, which has navigated the markets very well year after year. I recommend their services to friends every chance I get.