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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
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Community Financial Group's Leadership

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

Community Financial Group Employee Metrics

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

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
    Mobile Phone
    Jun 27, 2025
  • Stylized image of a person
    P. T.
    Principal
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 26, 2026
  • Stylized image of a person
    J. A.
    Certified Financial Planner Professional
    Phone icon
    Mobile Phone
    United StatesVirginia
    Sep 10, 2025
  • Stylized image of a person
    F. Z.
    Investment Advisory Rep
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    G. W. L.
    Investment Advisory Rep
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. C.
    Financial Professional
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. D.
    Investment Advisory Rep
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. J.
    Financial Professional
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. W.
    Investment Advisory Rep
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    W. M.
    Certified Financial Planner Professional
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Community Financial Group known for?

Minus sign iconPlus sign iconCommunity 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
+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 . 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 May 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 May 2026, Community Financial Group's key employees include:

  • Director Of Client Relationships: A. S.
  • Principal: P. T.
  • Certified Financial Planner Professional: J. A.
  • Investment Advisory Rep: F. Z.
  • Investment Advisory Rep: G. W. L.

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