Commonwealth Financial Group

  • Financial Services
  • Boston MA
  • 250 employees
  • Financial Services
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Company Overview

Headquarters
280 Congress St Suite 1300, Boston MA
Website
commonwealthfinancialgroup.com
Email
ko****@commonwealthfinancialgroup.com
Phone
(617) 439-4389
Employees
250
Founded in
1857
Industry
Financial Services
NAICS Code
NAICS Code 5242 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 522 Companies
NAICS Code 52393 Companies
NAICS Code 524 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 63 Companies
SIC Code 637 Companies
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Financials & Stats

Revenue

$30B

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Who is Commonwealth Financial Group

Commonwealth Financial Group (CFG) is a company based in Boston, Massachusetts. It is a financial planning firm with 250 employees and $30.3 million in annual revenue. CFG provides customized financial planning solutions designed to empower individuals. Their services focus on helping clients navigate financial complexities, overcome challenges, and achieve their financial goals. CFG differentiates itself through a client-centered approach, utilizing personalized consulting, cutting-edge solutions, and intuitive tools. Their dynamic approach adapts to evolving client circumstances, ensuring financial plans remain relevant and effective. For more information, visit commonwealthfinancialgroup.com.

Company Leadership

Jeffrey Mayer

Partner

Phone Email
David Heather

Partner

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Guy Meola

Partner

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Richard St.

Executive Chairman & Principal

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Janine Bouchard

Partner

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Commonwealth Financial Group Industry Tags

Insurance
Retirement Planning
Investments
Financial Planning
Financial Services
Financial Advisory Services
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Commonwealth Financial Group Tech Stack

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30M 14 Buffalo Grove, IL 1996
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FAQ

What is the location of Commonwealth Financial Group's headquarters?
The headquarters of Commonwealth Financial Group are situated at 280 Congress St Suite 1300, Boston MA
What is Commonwealth Financial Group's phone number?
Commonwealth Financial Group's contact number is (617) 439-4389.
What is Commonwealth Financial Group's official website?
The official website of Commonwealth Financial Group can be found at commonwealthfinancialgroup.com.
What is Commonwealth Financial Group's current revenue?
As of August 2015, Commonwealth Financial Group's annual revenue reached $30B.
How many employees does Commonwealth Financial Group currently have?
Commonwealth Financial Group employs approximately 250+ people as of August 2015
Which industries is Commonwealth Financial Group primarily operating in?
Commonwealth Financial Group operates in the following industries: Finance, Credit
Who is the Partner of Commonwealth Financial Group?
Commonwealth Financial Group's Partner is Jeffrey Mayer
What are Commonwealth Financial Group's industry tags?
Commonwealth Financial Group's industry tags include: Insurance, Retirement Planning, Investments
When was Commonwealth Financial Group founded?
Commonwealth Financial Group was founded in 1857.

Employee Directory

Key Employees

Dakota Brizendine

Partner

Phone Email

Stephanie Lacks

Business Design Project Manager

Phone Email

Paul Jobin

Financial Advisor

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Stephanie Wanamaker

Director of Marketing and Client Services for Jeff Baron

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Rachel Silverman

Event Manager

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Meagan Goddard

Content Manager

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