INSIGHTS

CFG Welcomes Chris Martinson and Justin Esposito: Strengthening Personalized Investment Solutions with Highland Peak Wealth
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CFG Welcomes Chris Martinson and Justin Esposito: Strengthening Personalized Investment Solutions with Highland Peak Wealth

CFG is proud to celebrate Financial Planner, Patrick O’Brien, who has been recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as a Freshman Five Award recipient. This prestigious national honor recognizes five standout financial professionals affiliated with MassMutual for their achievements, including prior calendar year production.

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Community Newsletter: November Updates
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Community Newsletter: November Updates

November captured the momentum that defined 2025 – growth fueled by connection, celebration, and community impact. We leaned into the moments that strengthen our culture and the communities we serve.

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Community Newsletter: October Updates
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Community Newsletter: October Updates

From ongoing learning opportunities to advisor events and client gatherings, October was a month of connection and celebration. Our advisors and staff came together to recognize achievements, strengthen relationships, and make a meaningful impact in the communities we serve.

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Community Newsletter: September Updates
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Community Newsletter: September Updates

September was a month full of energy, connection, and growth at CFG. From advisor spotlights and community events to firm-wide gatherings that brought our people together, the past few weeks reminded us how powerful it is when we combine professional excellence with a vibrant culture. Here’s a look back at some of the highlights.

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Forbes/SHOOK Names Four Advisors Among Top in Massachusetts for 2025
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Forbes/SHOOK Names Four Advisors Among Top in Massachusetts for 2025

Commonwealth Financial Group is proud to announce that four of our financial professionals, and partners of the firm, have been recognized as 2025 Forbes/SHOOK Top Financial Security Professionals Best-in-State for Massachusetts. The list honors the nation’s top-performing financial security professionals who help clients protect their wealth and plan for the future – whether through long-term care coverage, annuities, life insurance, or estate and tax strategies.

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Montreal Moments: A Standout Year at Leaders Conference
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Montreal Moments: A Standout Year at Leaders Conference

This year’s Leaders Conference in Montreal was one to remember. With 30+ CFG advisors in attendance, the week was marked by standout presentations, national recognition, and moments that reinforced the strength of our community.

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Patrick O’Brien Named Freshman Five Award Recipient
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Patrick O’Brien Named Freshman Five Award Recipient

CFG is proud to celebrate Financial Planner, Patrick O’Brien, who has been recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as a Freshman Five Award recipient. This prestigious national honor recognizes five standout financial professionals affiliated with MassMutual for their achievements, including prior calendar year production.

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Community Newsletter: June Updates
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Community Newsletter: June Updates

June brought no shortage of momentum across the firm, from conferences and advisor events to summer outings and community impact. Catch a glimpse of how our advisors and staff showed up, connected, and continued to lead with purpose.

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Community Newsletter: May Updates
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Community Newsletter: May Updates

From meaningful connections to moments of growth, May was a month where our team made an impact both inside and outside the office. Dive into our latest update to see how advisors and staff came together to push boundaries and strengthen community ties.

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