COVID-19 OFFICE UPDATE
With Skagit County now in "Phase 2," we are able to return to our office again. We can now meet with clients through various options: an in-person meeting (with protective measures), a Zoom video meeting, or even a telephone meeting. Please let us know what will work best for you.
During our regular business hours, please use our office phone number to reach us. If you are unable to reach us during those hours, please leave a message or call Jody's mobile number. We will get back to you as soon as possible.
Office phone (messages for Jody or Becky): 360-707-5313
Jody mobile phone: 206-714-7136
Commonwealth Financial Network, Jody Lease is an independent financial firm, affiliated with Commonwealth Financial Network® and rooted in the Skagit Valley for two generations. Our primary goal is to work with clients to clarify what their financial objectives are and determine how we can help try to reach them. This is done through building trust, talking about dreams, and knowing who our clients really are and what is most important to them. In short: we build connections with people we care about. If this is the type of investment services relationship you are looking for, we would love to hear from you.
If you are a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and to understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
We appreciate your interest in our firm and our broker/dealer Commonwealth Financial Network. We sincerely look forward to serving you.