Commonwealth Financial Group

Commonwealth Financial Group

Financial-Services

Boston, Massachusett...
United States
Company Tagline

Helping You Achieve Financial Confidence

Industry Category
Financial-Services
Company Description

Commonwealth Financial Group is a leading financial services provider dedicated to empowering clients and fostering financial confidence. With a commitment to delivering a best-in-class financial planning experience, Commonwealth Financial Group prioritizes client success through cutting-edge solutions, personalized consulting, and intuitive tools. The company's client-centered approach integrates personal and financial circumstances to optimize life goals and adapt to evolving needs.

Located at 280 Congress St, Suite 1300, Boston, Massachusetts 02210, US, Commonwealth Financial Group offers a customized approach to financial planning, equipping individuals with the knowledge, skills, and resources needed to navigate complexities and build secure futures. In addition to the primary Boston address, Commonwealth Financial Group has multiple locations including 43 Constitution Drive, Suite 201, Bedford, NH 03110, US; 207 Quaker Ln, Suite 203, West Warwick, Rhode Island 02893, US; 65 Main Street, Suite 201, Burlington, Vermont 05401, US; 25 Recreation Park Dr, Suite 106, Hingham, Massachusetts 02043, US; and 197 First Ave, Suite 250, Needham, MA 02494, US.

Since its establishment in 1857, Commonwealth Financial Group has been transforming the way individuals approach financial planning. The company continues to evolve, providing dynamic and comprehensive financial strategies. We invite the management of Commonwealth Financial Group to create a customized and exclusive company showcase and product listing on our platform to further highlight their offerings.

Commonwealth Financial Group est un fournisseur de services financiers de premier plan qui se consacre à donner aux clients les moyens d'agir et à favoriser la confiance financière. S'engageant à offrir une expérience de planification financière de premier ordre, Commonwealth Financial Group accorde la priorité au succès de ses clients grâce à des solutions de pointe, des conseils personnalisés et des outils intuitifs. L'approche de l'entreprise, axée sur le client, intègre les circonstances personnelles et financières afin d'optimiser les objectifs de vie et de s'adapter aux besoins en constante évolution.

Situé au 280 Congress St, Suite 1300, Boston, Massachusetts 02210, États-Unis, Commonwealth Financial Group propose une approche personnalisée de la planification financière, en fournissant aux particuliers les connaissances, les compétences et les ressources nécessaires pour faire face aux complexités et bâtir un avenir sûr. En plus de l'adresse principale de Boston, Commonwealth Financial Group possède plusieurs sites, notamment 43 Constitution Drive, Suite 201, Bedford, NH 03110, États-Unis ; 207 Quaker Ln, Suite 203, West Warwick, Rhode Island 02893, États-Unis ; 65 Main Street, Suite 201, Burlington, Vermont 05401, États-Unis ; 25 Recreation Park Dr, Suite 106, Hingham, Massachusetts 02043, États-Unis ; et 197 First Ave, Suite 250, Needham, MA 02494, États-Unis.

Depuis sa création en 1857, Commonwealth Financial Group a transformé la façon dont les individus abordent la planification financière. L'entreprise continue d'évoluer, offrant des stratégies financières dynamiques et complètes. Nous invitons la direction de Commonwealth Financial Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs offres.

Key Personnel / Employees
Jim Ditzel MSM CFP ChFC CLU CASL Martha Slaight Brian O'Sullivan Christine Routhier Burke Certified Financial Planner® Lena P. (Vice President Operations)

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4 Companies
Comparison Field
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Founded Year
2002 2001
Company Size
11-50 1 employee 11-50
City
Boston, Massachusetts Laval, (Québec) Newton, KS New Berlin, Wisconsin
Country
United States United States
Skills & Keywords Comparing with main company
9 Total Skills
Financial Planning Retirement Planning Investment Management Wealth Management Insurance Services Financial Consulting Financial Services Insurance Investments
9 Total 1 Common 8 Unique
Match 11%
Common Skills:
Wealth Management
Unique Skills:
Asset Management Assurances Financial Strategies Gestion du patrimoine Investissements Planification de la retraite +2
4 Total 4 Unique
Unique Skills:
Charitable Planning Education Planning Estate Planning Tax Planning
6 Total 1 Common 5 Unique
Match 11%
Common Skills:
Wealth Management
Unique Skills:
Fiduciary Financial Advisor Retirement Plans Strategic Planning Wealth
4
Total Companies
2001
Oldest Founded
1
Countries
26
Unique Skills

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Alternative Company Names

This company is also known as

Commonwealth Financial Group 联邦金融集团 राष्ट्रमंडल वित्तीय समूह الكومنولث للمجموعة المالية Содружество финансовой группы