INSIGHTS
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.
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.
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.
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.
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.
A Run to Remember: Honoring Brandi’s Legacy with Every Step
New Hampshire community gathers in heartfelt tribute to celebrate a life of love and raise $35,000 in the fight against cancer.
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.
Community Newsletter: July Updates
From summer excursions to celebrating wins across the firm, July showed what makes our culture stand out. Explore a few favorite moments.
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.
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.