Company Overview
- Headquarters
- 280 Congress St Suite 1300, Boston MA
- Website
- commonwealthplanninggroup.com
- in****@planwithcpg.com
- Phone
- (617) 526-9340
- Employees
- 7
- Founded in
- 2008
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Commonwealth Planning Group
Commonwealth Planning Group is a financial planning firm based in Boston, Massachusetts. The company employs 7 people and generates over $10,000 in annual revenue. Commonwealth Planning Group offers investment and insurance strategies in alignment with comprehensive financial planning. Their team of CERTIFIED FINANCIAL PLANNER™ professionals works with clients to define long-term goals and collaboratively implements coordinated strategies to achieve them. They are committed to providing high-quality client service and support throughout all phases of a client's financial life. What distinguishes Commonwealth Planning Group from its competitors is its team's extensive experience and expertise. The three partners have over seventy years of combined experience and hold the most respected financial credentials. For more information, visit commonwealthplanninggroup.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 7 | |||
| 10M | 5 | Vero Beach, FL | 2010 | |
| 10M | 6 | |||
| 10M | 13 | White River Junction, VT | 2011 | |
| 10M | 52 |