Insights

Large Revenue Scale With an annual revenue ranging from 250 million to 500 million dollars, Commonwealth Financial Group operates at a substantial scale within the financial services industry, indicating potential capacity for expanded financial product offerings and high-net-worth client engagement.

Growing Client Base The company's dedicated, client-centered approach and use of cutting-edge, personalized tools suggest a focus on high-quality customer relationships, presenting opportunities for premium financial solutions and personalized advisory services to enhance customer retention and upselling.

Industry Competition Positioned alongside large players like Northwestern Mutual and Prudential, Commonwealth can leverage its innovative, adaptive financial planning services to differentiate itself and target niche markets or under-served customer segments.

Technology Usage Utilizing advanced digital tools such as Google Tag Manager, Bootstrap, and prominent social media integrations, Commonwealth demonstrates a digital-first approach that can be extended to targeted marketing campaigns and online engagement strategies to attract new clients.

Market Trends The company's emphasis on transforming financial planning through a dynamic, client-centered process aligns with current industry trends toward digital transformation and personalized financial advisory, opening avenues for marketing technologically advanced solutions to similar firms seeking modernization.

Similar companies to Commonwealth Financial Group

Commonwealth Financial Group Tech Stack

Commonwealth Financial Group uses 8 technology products and services including Open Graph, Awesomplete, LinkedIn, and more. Explore Commonwealth Financial Group's tech stack below.

Open Graph
Content Management System
Awesomplete
Javascript Libraries
LinkedIn
Online Community Software
HSTS
Security
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks
Adobe Creative Suite
Visualisation Software
Facebook
Widgets

Media & News

Commonwealth Financial Group's Email Address Formats

Commonwealth Financial Group uses at least 2 format(s):

Commonwealth Financial Group Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	76%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%
First@financialguide.com	John@financialguide.com	1%
FirLast@financialguide.com	JohDoe@financialguide.com	1%
FiLast@financialguide.com	JoDoe@financialguide.com	1%
FMLast@financialguide.com	JMDoe@financialguide.com	1%
First.Last@financialguide.com	John.Doe@financialguide.com	1%
First.Last@commonwealthfinancialgroup.com	John.Doe@commonwealthfinancialgroup.com	64%
F.Last@commonwealthfinancialgroup.com	J.Doe@commonwealthfinancialgroup.com	15%
FLast@commonwealthfinancialgroup.com	JDoe@commonwealthfinancialgroup.com	14%
First.L@commonwealthfinancialgroup.com	John.D@commonwealthfinancialgroup.com	7%

Frequently Asked Questions

Where is Commonwealth Financial Group's headquarters located?

Commonwealth Financial Group's main headquarters is located at 280 Congress Street, Suite 1300. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Commonwealth Financial Group's phone number?

You can contact Commonwealth Financial Group's main corporate office by phone at

+1-617-439-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Commonwealth Financial Group's official website and social media links?

Commonwealth Financial Group's official website is commonwealthfinancialgroup.com and has social profiles on LinkedIn.

What is Commonwealth Financial Group's NAICS code?

Commonwealth Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Commonwealth Financial Group have currently?

As of January 2026, Commonwealth Financial Group has approximately 256 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Executive Officer: G. G.Coo: P. M.Chief Operating Officer, Financial Advisor: A. H.. Explore Commonwealth Financial Group's employee directory with LeadIQ.

What industry does Commonwealth Financial Group belong to?

Commonwealth Financial Group operates in the Financial Services industry.

What technology does Commonwealth Financial Group use?

Commonwealth Financial Group's tech stack includes Open GraphAwesompleteLinkedInHSTSGoogle Tag ManagerBootstrapAdobe Creative SuiteFacebook.

What is Commonwealth Financial Group's email format?

Commonwealth Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more Commonwealth Financial Group email formats with LeadIQ.

When was Commonwealth Financial Group founded?

Commonwealth Financial Group was founded in 1857.

Commonwealth Financial Group

Q: What technology does Commonwealth Financial Group use?

Commonwealth Financial Group's tech stack includes Awesomplete, Piwik, Microsoft ASP.NET, Font Awesome, Microsoft Excel.

Financial ServicesMassachusetts, United States201-500 Employees

At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools.

Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives.

Let us show you how we can transform the way you approach financial planning.