Who We Are
Located in Boston, Massachusetts, Commonwealth Financial Group provides insurance protection and financial products and services for individuals, businesses and their employees. Our team of Financial Professionals puts your needs above all others. We spend the time to get to know you and what is important to you. We then adopt your financial goals as our own and work together to help you succeed.
How We Can Help
Our success lies in our expertise coupled with our ability and commitment to listen and ask the right questions. We learn what is important to you and once we have helped you identify your goals, we use a four-step process to help you achieve those goals. We analyze your current financial situation. We make suggestions as to how you can more efficiently achieve your objectives. Then, we help you implement the recommended strategies. And, we monitor your plan to make sure that as life unfolds, you remain on track for financial success.
To Our Clients
Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the premiere financial services organization in the area and we are determined to succeed.