What departments does Community Financial Group have?

Community Financial Group has employees across 1 departments including Finance.

What is the largest department at Community Financial Group?

The largest department at Community Financial Group is Finance with 8 employees.

Where are Community Financial Group employees located globally?

Community Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Community Financial Group's team size changed over time?

Community Financial Group's team has remained stable from approximately 3 to 3 employees based on available data.

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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.

Community Financial Group Global Highlights

North America
17

United States Of America
17

Community Financial Group's Leadership

A. S.
Director Of Client Relationships
Mobile Phone
Email
P. T.
Principal
Mobile Phone
Email
J. A.
Certified Financial Planner Professional
Mobile Phone
Email
F. Z.
Investment Advisory Rep
Mobile Phone
Email
G. W. L.
Investment Advisory Rep
Mobile Phone
Email
M. C.
Financial Professional
Mobile Phone
Email
M. D.
Investment Advisory Rep
Mobile Phone
Email
S. J.
Financial Professional
Mobile Phone
Email

Community Financial Group Employee Metrics

100%

50%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other
Information Technology

Contact profiles from Community Financial Group

Name

Title

Contact Info

Location

Last Update

J. K.
Financial Services Consultant Certified Plan Fiduciary Advisor (cpfa)
Mobile Phone
Email
United StatesVirginia
Dec 31, 2025

Frequently Asked Questions

What is Community Financial Group known for?

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

+1-978-562-****

. Explore Community Financial Group's company overview page for more information.

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

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?

Community 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?

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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Community Financial Group Employee Directory

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