LeadIQ logo
Learn more at LeadIQ.com
Community Financial Group logo

Community Financial Group Employee Directory

Financial ServicesMassachusetts, United States0-1 Employees

Community Financial Group is a small financial services firm focused on wealth management, providing guidance across investing, education funding, retirement, and estate planning. It aims to offer unbiased solutions and help clients map out strategies to reach their financial goals and make prudent financial decisions. The firm is based in Marlborough, Massachusetts, and was founded in 2003.

Recent industry reporting notes that the company was acquired by Glacier Bank, Inc. in 2023 as part of Glacier Bancorp’s broader move involving the holding company associated with Wheatland Bank. Clients can arrange a free, no-obligation consultation with a Registered Investment Advisor to discuss their financial future.

Find Community Financial Group employees' phone numbers or email addresses

Community Financial Group Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Community Financial Group's Leadership

  • Director Of Client Relationships at Community Financial Group
    A. S.
    Director Of Client Relationships
    Mobile Phone
  • Financial Professional at Community Financial Group
    M. C.
    Financial Professional
    Mobile Phone
  • Financial Professional at Community Financial Group
    S. J.
    Financial Professional
    Mobile Phone
  • Certified Financial Planner Professional at Community Financial Group
    W. M.
    Certified Financial Planner Professional
    Mobile Phone
  • Administrative Assistant at Community Financial Group
    C. M.
    Administrative Assistant
    Mobile Phone

Community Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other
  • Information Technology
  • Banking

Contact profiles from Community Financial Group

Name
Title
Contact
Location
Last Update
  • Director Of Client Relationships at Community Financial Group
    A. S.
    Director Of Client Relationships
    Mobile Phone
    Jun 27, 2025
  • Financial Professional at Community Financial Group
    M. C.
    Financial Professional
    Mobile Phone
    Oct 17, 2024
  • Financial Professional at Community Financial Group
    S. J.
    Financial Professional
    Mobile Phone
    Oct 17, 2024
  • Certified Financial Planner Professional at Community Financial Group
    W. M.
    Certified Financial Planner Professional
    Mobile Phone
    Oct 17, 2024
  • Administrative Assistant at Community Financial Group
    C. M.
    Administrative Assistant
    Mobile Phone
    Sep 05, 2026

Frequently Asked Questions

What is Community Financial Group known for?

Minus sign iconPlus sign iconCommunity Financial Group was founded in 2003 and operates in the Financial Services industry. You can contact Community Financial Group's main corporate office by phone at
+1-978-562-****
. Explore Community Financial Group's company overview page for more information.

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

Minus sign iconPlus sign iconCommunity Financial Group employees' email format typically follows the pattern of First@cfgadvisor.com. 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?

Minus sign iconPlus sign iconCommunity Financial Group has approximately 1 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Director Of Client Relationships: A. S.
  • Financial Professional: M. C.
  • Financial Professional: S. J.
  • Certified Financial Planner Professional: W. M.
  • Administrative Assistant: C. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.

© LeadIQ, Inc. All rights reserved.