Insights

Focused Wealth Management Community Financial Group specializes in unbiased, comprehensive wealth management solutions, indicating a potential need for advanced financial planning tools, portfolio analytics, and client engagement platforms to enhance their advisory services.

Recent Acquisition Following its acquisition by Glacier Bancorp, the company may be seeking integration solutions, operational efficiencies, and technology upgrades to align with the larger banking group's infrastructure and digital transformation initiatives.

Mid-Range Revenue With an annual revenue between one and ten million dollars, the firm shows growth potential, making it a candidate for scalable financial technology solutions, marketing tools, and customer relationship management (CRM) systems to expand its client base.

Tech Stack Utilization Using cloud services like AWS, analytics such as Google Analytics, and security measures like Cloudflare Bot Management, the company is open to advanced cybersecurity offerings, data analytics tools, and marketing automation platforms to further optimize their digital presence.

Market Position & Competition Operating in a competitive landscape alongside industry giants, Community Financial Group could benefit from branding, lead generation, and client acquisition strategies that differentiate its personalized wealth management approach to attract high-net-worth individuals.

Community Financial Group Tech Stack

Community Financial Group uses 8 technology products and services including Amazon Web Services, Open Graph, Amazon ALB, and more. Explore Community Financial Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Amazon ALB
    Load Balancers
  • PHP
    Programming Languages
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

Community Financial Group's Email Address Formats

Community Financial Group uses at least 1 format(s):
Community Financial Group Email FormatsExamplePercentage
First@cfgadvisor.comJohn@cfgadvisor.com
79%
First.Last@cfgadvisor.comJohn.Doe@cfgadvisor.com
21%

Frequently Asked Questions

Where is Community Financial Group's headquarters located?

Minus sign iconPlus sign icon
Community Financial Group's main headquarters is located at 201 Boston Post Road West Suite 406 Marlborough, Massachusetts 01752 United States. The company has employees across 1 continents, including North America.

What is Community Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Community Financial Group's main corporate office by phone at . 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 Community Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Community Financial Group's official website is cfgadvisor.com and has social profiles on LinkedIn.

What is Community Financial Group's NAICS code?

Minus sign iconPlus sign icon
Community Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Community Financial Group have currently?

Minus sign iconPlus sign icon
As of May 2026, Community Financial Group has approximately 1 employees across 1 continents, including North America. Key team members include Director Of Client Relationships: A. S.Principal: P. T.Certified Financial Planner Professional: J. A.. Explore Community Financial Group's employee directory with LeadIQ.

What industry does Community Financial Group belong to?

Minus sign iconPlus sign icon
Community Financial Group operates in the Financial Services industry.

What technology does Community Financial Group use?

Minus sign iconPlus sign icon
Community Financial Group's tech stack includes Amazon Web ServicesOpen GraphAmazon ALBPHPHSTSGoogle Tag ManagerX-Content-Type-OptionsGoDaddy.

What is Community Financial Group's email format?

Minus sign iconPlus sign icon
Community Financial Group's email format typically follows the pattern of First@cfgadvisor.com. Find more Community Financial Group email formats with LeadIQ.

When was Community Financial Group founded?

Minus sign iconPlus sign icon
Community Financial Group was founded in 2003.

Community Financial Group

Financial ServicesMassachusetts, United States0-1 Employees

Community Financial Group was founded in 2003 with the goal of providing unbiased solutions for our clients in all aspects of wealth management. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. Contact Community Financial Group today at (508) 251-2716 for a free, no-obligation consultation with a Registered Investment Advisor and learn how we can help you build a solid financial future for you, your family, or your business.

Section iconCompany Overview

Headquarters
201 Boston Post Road West Suite 406 Marlborough, Massachusetts 01752 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    Community Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Community Financial Group's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.