Commonwealth Financial Group

Commonwealth Financial Group

Financial Services 280 Congress St 258 employees
Employees
258
Contacts
4
Emails
4
Phones
3

Commonwealth Financial Group Overview

Headquarters
280 Congress St
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
258
Founded
1857
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Commonwealth Financial Group

At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives. Let us show you how we can transform the way you approach financial planning.

Commonwealth Financial Group Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Commonwealth Financial Group Org Chart

Sample employees and titles
Name Title Contact
Martha Slaight Cfp®, Aif®, Certified Family Business Specialist, Certified Business Exit Consultant™, Partner at Commonwealth Financial Group
Email Phone
Jim Ditzel, Msm, Cfp, Chfc, Clu, Casl
Email
Christine Routhier Burke, Certified Financial Planner®
Email Phone
Brian O'sullivan Financial Advisor at Commonwealth Financial Group
Email Phone

Employees by Management Level

Individual contributor 13 profiles
Associate / junior 8 profiles
Manager 5 profiles
Senior / Lead 5 profiles
Executive 4 profiles
Director 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 7 6 5
Finance 6 6 3
General 2 2 1
Sales 2 2 1
Marketing 2 2 1
Operations 1 1 0

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