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.

WASHINGTON, D.C.

CFG advisors Jim Bolton, Al Santosuosso, and Anastasia Surmava took the stage at the MassMutual Academy, leading breakout sessions and panel discussions that sparked thoughtful conversations with industry peers.

BOSTON, MA

We brought our entire staff together for a dedicated development day focused on how to better support our advisors and the clients they serve. From refining processes to enhancing service, every session centered on driving meaningful value. When our staff grows, so does the impact we make as a firm.

BURLINGTON, VT

Our Burlington office brought local professionals together for our latest CommonCENTS event: Knowing the Numbers – How to Read a P&L. If you'd like to attend or collaborate on a future CommonCENTS event, let's connect.