Who We Are
At Commonwealth Financial Group, we learn what is important to you and help you identify your goals. Then, we work closely with you to help you attain those goals. We analyze your current financial situation, make suggestions about how to achieve your objectives, and help you implement the recommended strategies. This way, we can help you make sure that as life unfolds you remain on track for financial success.
Commonwealth Financial Group was established in 1857 as the Boston Agency with the commitment of providing extraordinary financial services and products to individuals, families and business owners. More than 150 years later, the Agency’s original mission is still observed, and we have grown to become a reputable boutique financial services company. We have offices in Boston, Wellesley, Worcester, Quincy, Sandwich, and throughout eastern Massachusetts serving more than 44,500 clients1.
General Agent and Managing Partner, Commonwealth Financial Group Richard St. Jean
General Agent, Commonwealth Financial Group Eric Spindt
Our community involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we've earned the trust of so many people in this area.
Our Measures of Community Value
Through 2015, Commonwealth Financial Group has:
- over $12 billion of life insurance coverage in force2.
- paid over $37 million in life insurance benefits3 and $6.1 million in disability income insurance benefits (claims)4 to our clients.
- paid $52.2 million in dividends5 to Commonwealth Financial Group clients who own eligible participating whole life policies with MassMutual.
- distributed $2.9 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.
1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2015).
2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2015).
3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2015).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2015).
5 The amount of dividends to whole life policyowners in 2015.
6 MassMutual pays the premiums (12/31/2015).