INSIGHTS

Community Newsletter: February Updates
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Community Newsletter: February Updates

February was filled with moments that brought our people together. These events reflect the culture we’re intentional about building every day: one rooted in collaboration, community, and showing up for one another.

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Community Newsletter: January Updates
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Community Newsletter: January Updates

January set the tone for an exciting year at the firm. From team gatherings to culture-focused events, our community came together to celebrate successes, connect with one another, and kick off 2026 with energy and momentum.

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Celebrating Eleven Advisors Recognized as 2025 Rising Leaders
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Celebrating Eleven Advisors Recognized as 2025 Rising Leaders

We’re proud to share an exciting milestone for our firm: eleven of our advisors qualified as Rising Leaders in 2025. This achievement reflects the drive, dedication, and meaningful impact these advisors bring to the clients and communities they serve every day.

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Community Newsletter: December Updates
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Community Newsletter: December Updates

December brought the year full circle by celebrating our people, showing up for our communities, and savoring time together. From annual traditions to new milestones, the month reflected the relationships and shared experiences that define who we are.

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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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