The commonwealth financial group Our advanced planning approach to financial services helps us leverage the depth of our expertise to enhance the client experience. Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Our unique planning process is designed to help our clients create, accumulate and preserve their wealth and lifestyle by delivering an unprecedented level of At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Aug 8, 2023 · Bob has been with Commonwealth Financial Group since 1983 when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. We would like to show you a description here but the site won’t allow us. Mar 31, 2025 · Certain of the statements included in this release, such as those regarding LPL Financial and its potential growth, business strategy and plans, including the expected benefits of LPL Financial’s acquisition of Commonwealth, the timing of the closing and the conversion of such transaction, and LPL Financial’s plans to replicate the Commonwealth Financial Group is a comprehensive financial planning, wealth management and advisory firm committed to helping our clients improve their long-term financial success. Being independent gives freedom and the ability to build investment portfolios based on our clients' needs and objectives, without any outside or proprietary influence. From comprehensive financial planning to personalized consulting, our team takes a strategic approach to accomplish the things you care about most. ContactCFG@financialguide. . Oct 22, 2020 · Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. 7 billion and provides investment advisory services for 399,450 clients (1:116 advisor/client ratio). Our driving force is the desire to see your goals come to life. Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Advanced planning helps us optimize our process to form a plan that helps meet your financial needs and goals. Apr 13, 2023 · Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Our independent advice and team-oriented approach set Commonwealth apart. Lucas also appreciated CFG's effective utilization of technology and systems, ensuring efficient and streamlined financial services. com Phone: (617) 439-4389 Fax: (617) 439-4348. Skip to Content Feb 18, 2025 · Commonwealth Financial Network, registered in 1992, serves 53 state(s) with a licensed staff of 3,450 advisors. We believe that making important financial decisions with our clients helps them to define what true wealth Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC. Commonwealth Financial Group's comprehensive approach to financial planning aligned perfectly with Lucas's vision of offering holistic financial solutions to his clients. Commonwealth Financial Group is an affiliate of Massachusetts Mutual Companies. Our dedicated partnership prioritizes your success and propels you forward A comprehensive financial planning firm built on a vision to reinvent the way clients receive financial services. The company offers a full range of financial products and services, including life and disability income insurance Planning & Consulting | Investment Management — We work to achieve your vision. Commonwealth Financial Network manages $209. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Bob has also received the CLTC and AIF designations and holds his FINRA Series 7, 24, and 65 registrations. CFG Intranet. Oct 12, 2023 · Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Jan 22, 2024 · Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Serving clients with a guiding philosophy that doing the right thing for the client is paramount. Jul 22, 2020 · Commonwealth Financial Group 280 Congress Street, Suite 1300 Boston, MA 02210. Our highly qualified, passionate team works together to make the goals of their shared clients a reality. Commonwealth Financial Group (CFG) was formed in 1989 and is made up of a group of Independent Financial Advisors.