Community Financial Group Employee Directory

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.

Find Community Financial Group employees' phone numbers or email addresses

Community Financial Group Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Community Financial Group's Leadership

  • Stylized image of a person
    A. S.
    Director Of Client Relationships
    Phone icon
  • Stylized image of a person
    P. T.
    Principal
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  • Stylized image of a person
    M. J. H.
    Certified Financial Planner™ Professional
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  • Stylized image of a person
    J. A.
    Certified Financial Planner Professional
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  • Stylized image of a person
    A. F.
    Office Coordinator
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  • Stylized image of a person
    D. C. S.
    Certified Financial Planner™ Professional
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  • Stylized image of a person
    F. Z.
    Investment Advisory Rep
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  • Stylized image of a person
    G. W. L.
    Investment Advisory Rep
    Phone icon

Community Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Community Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Director Of Client Relationships
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    P. T.
    Principal
    Phone icon
    United StatesMassachusetts
    Nov 14, 2025
  • Stylized image of a person
    M. J. H.
    Certified Financial Planner™ Professional
    Phone icon
    United StatesVirginia
    Nov 11, 2025
  • Stylized image of a person
    J. A.
    Certified Financial Planner Professional
    Phone icon
    United StatesVirginia
    Sep 10, 2025
  • Stylized image of a person
    A. F.
    Office Coordinator
    Phone icon
    United StatesVirginia
    Nov 15, 2025
  • Stylized image of a person
    D. C. S.
    Certified Financial Planner™ Professional
    Phone icon
    Oct 21, 2025
  • Stylized image of a person
    F. Z.
    Investment Advisory Rep
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    G. W. L.
    Investment Advisory Rep
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. C.
    Financial Professional
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. D.
    Investment Advisory Rep
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Community Financial Group known for?

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Community Financial Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 201 Boston Post Road West Suite 406 Marlborough, Massachusetts 01752 United States; you can contact the main corporate office by phone at . Explore Community Financial Group's company overview page for more information.

What is Community Financial Group's most common email format?

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Community Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Community Financial Group email formats with LeadIQ.

How many employees does Community Financial Group have currently?

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Community Financial Group has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Community Financial Group's key employees and leadership?

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As of February 2026, Community Financial Group's key employees include:

  • Director Of Client Relationships: A. S.
  • Principal: P. T.
  • Certified Financial Planner™ Professional: M. J. H.
  • Certified Financial Planner Professional: J. A.
  • Office Coordinator: A. F.

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