INSIGHTS
Community Newsletter: October Updates
From festive gatherings to meaningful moments with our team and partners, we embraced the season to the fullest. Here’s a look back at all the ways we connected, celebrated, and made an impact this October.
Community Newsletter: September Updates
See what our advisors and staff were up to in September.
Community Newsletter: August Updates
This month was busy with in- and out-of-office experiences and education. Our Head of Wealth Strategy, Dan Murphy, was featured on The Perfect RIA Podcast – we highly encourage you to add it to your listen queue!
Community Newsletter: July Updates
As we enter the second half of 2024, our advisors and staff continue to remain busy! Check out some of the activities and events they were involved with this month.
Celebrating Excellence: Six Advisors Honored as 2024 Forbes/SHOOK Top Financial Security Professionals Best-In-State for MA
Commonwealth Financial Group is thrilled to share six of our financial professionals, and partners of the firm, have been honored as 2024 Forbes/SHOOK Top Financial Security Professionals Best-In-State for Massachusetts.
Community Newsletter: June Updates
“In business for yourself, not by yourself” is a way of life at CFG. We make it easy to get to know one another while having a lot of fun, as evidenced by our June events.
Community Newsletter: May Updates
As the weather warmed up, so did our activities! This month, our advisors and staff had the pleasure of participating in a variety of exciting events.
2024 Community Service Awards
As a firm, we are thrilled to participate in MassMutual's grant programs. This year, our Managing Director, Sam Philbrook, received a Gold Community Service Award for his philanthropic initiatives with Friends of Jack Foundation, Inc. A generous $10,000 donation has been made from the MassMutual Foundation to Friends of Jack in support of its mission is to provide and expand overlooked programs that benefit the physical, mental, and emotional health and well-being for children and families.
Highlights From Finseca's 2024 Leaders and Managers Program
Our team was excited to attend another year of Finseca’s Leaders and Managers Program (LAMP), an opportunity for us to connect with industry peers and showcase the exceptional leadership and distinctive culture we've fostered at CFG. This premier three-day event drew over 1,300 attendees dedicated to advancing the financial services sector.
Commonwealth Financial Group Receives The Platinum Award for This Year’s MassMutual Foundation Firm Community Service Awards
On behalf of Commonwealth Financial Group (CFG), we are delighted to announce a generous $25,000 donation has been made from the MassMutual Foundation to Gnome Surf in support of their impactful philanthropic initiatives and volunteer endeavors. This recognition underscores CFG's commitment to contributing to the transformative mission of Gnome, which is providing life-changing surf therapy, art therapy, yoga, and eco-therapy experiences for children and families from diverse backgrounds, including those on the autism spectrum, with Down syndrome, and LGBTQ+ youth.