CFG Marketing 5/27/26 CFG Marketing 5/27/26

MassMutual Foundation Honors Community Contributions of Sam Paul with $5K Donation for Expanding Youth Access to Biking

We are proud to announce that Mutt Society has been awarded a $5,000 donation from MassMutual as part of its national Community Service Award program. This recognition celebrates the exceptional volunteer leadership of our Managing Director, Sam Paul , whose dedication to expanding access to biking for underserved youth has made a meaningful difference in his community.

CFG Marketing 5/19/26 CFG Marketing 5/19/26

MassMutual Foundation Recognizes Chloe McKee for Advancing Support for Families Living with Type 1 Diabetes

Type One Fitness, a nonprofit dedicated to supporting families affected by type 1 diabetes, has been selected to receive a $10,000 Gold Award donation from the MassMutual Foundation through its national Community Service Awards (CSA) program. This honor recognizes the outstanding volunteer service of financial advisor Chloe McKee, whose leadership and commitment have made a meaningful impact on the T1D community.

CFG Marketing 5/13/26 CFG Marketing 5/13/26

Community Newsletter: May Updates

Over the past month, our team stepped outside the day‑to‑day to connect, learn, and show up across conferences, community events, and moments that brought our people together.

CFG Marketing 4/1/26 CFG Marketing 4/1/26

Community Newsletter: April Updates

Last month brought a series of meaningful moments for our firm, marked by industry engagement, leadership development, and gatherings outside the office.

Guest User 3/31/26 Guest User 3/31/26

Honoring Our Heritage as One of MassMutual’s Oldest Firms

In an industry shaped by constant change – new markets, new technologies, new expectations – longevity is never an accident. It’s the product of leadership that adapts, values that endure, and a shared belief that guiding people through life’s most important financial decisions is work that truly matters.

CFG Marketing 3/31/26 CFG Marketing 3/31/26

Community Newsletter: March Updates

March was a busy month across the firm, with a range of events that brought people together in different ways. From team gatherings to industry moments, it was a chance to stay connected, share perspectives, and keep building on the momentum of the year.

Guest User 3/31/26 Guest User 3/31/26

Finseca’s LAMP 2026: A Week of Learning, Leadership, and Recognition

Our team traveled to Nashville, TN for Finseca’s Leaders and Managers Program (LAMP), one of the profession’s most influential gatherings for leadership development, talent strategies, and the future of financial planning. It was an energizing few days filled with insight, connection, and recognition for the work our team is doing every day to elevate the profession.

CFG Marketing 3/4/26 CFG Marketing 3/4/26

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.

CFG Marketing 2/6/26 CFG Marketing 2/6/26

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.

Guest User 1/6/26 Guest User 1/6/26

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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