Commonwealth Financial Group

Home
United States
Boston, MA
Commonwealth Financial Group

Call Directions Website

We are committed to delivering the best-in-class financial planning experience.

Our dedicated collaboration prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Commonwealth Financial Group has enjoyed over a 150-year reputation in the northeast of educating and empowering clients to take the steps towards financial confidence.

10/14/2026

Financial planning is about bringing clarity to complexity.

Al Santosuosso shares how his role as a financial planner is rooted in disciplined thinking, thoughtful coordination, and long-term perspective. These aspects are what meaningful work and sustainable careers are built on.

10/08/2026

Last week, members of our team volunteered with the The Greater Boston Food Bank. We sorted 10,800 pounds of food and put together a total of 9,000 meals for neighbors across the region.

It was a rewarding opportunity to support an organization making a meaningful impact every day and a reminder of the difference that can be made when we come together around a shared purpose.

09/24/2026

At CFG, success looks different for everyone and that’s the point. For Heather Yetman, it’s meant building a career that grows alongside her life, creating space for both professional ambition and the moments that matter most at home.

09/23/2026

We're proud to share that the MassMutual Foundation has recognized Commonwealth Financial Group with its 2026 Platinum Firm Community Service Award, along with a $25,000 donation to Dana-Farber Cancer Institute Institute on our behalf.

The award recognizes the impact of last year’s Run to Remember Brandi 5K and the incredible community that came together to honor Brandi Connor's memory while supporting cancer research and patient care.

We’re incredibly grateful to everyone who helped make the race such a meaningful success. Because of this community’s support, the Run to Remember Brandi 5K will continue in 2026, with plans to build on its impact and carry this tradition forward for years to come.

Join us for the 2nd annual Run to Remember Brandi 5K on October 25th in Nashua, NH. To register, donate, or learn more, visit https://runsignup.com/Race/NH/Nashua/RunToRememberBrandi

09/22/2026

We're proud to celebrate the team at CGI Wealth Management for receiving a Triangle Community Partner Spirit Award for their longstanding support of Triangle, Inc.

Beyond their support of Triangle's mission, Cole Mitchell and Ryan McLaughlin were recognized for the time, care, and personal attention they have devoted to helping employees navigate wealth management decisions and employee benefits. This honor reflects a team that leads through service, builds meaningful relationships, and makes a lasting impact on the individuals and communities they serve. Congratulations to the entire CGI Wealth Management team on this well-deserved recognition!

09/10/2026

We had a memorable day at the U.S. Open, watching some of the best athletes in the world compete at the highest level in New York. Tennis doesn't get much better than this.

09/09/2026

We’re thrilled to welcome Don Duffy!

For more than 13 years, Don has been dedicated to helping clients navigate important financial decisions through personalized guidance, practical strategies, and a commitment to putting their needs first.

We're excited to support Don with the resources, flexibility, and collaborative environment that will help him continue delivering the high level of service clients deserve. Welcome Don!

09/02/2026

The most meaningful growth often happens along the way. Shane Norris' perspective is a reminder that building a business is as much a journey of personal development as it is professional success, with each stage offering new opportunities to learn, evolve, and make a greater impact.

08/05/2026

Starting a new career path takes courage. Succeeding in one requires the right foundation of support. Garret Aube credits CFG’s Financial Planning Mastery Program for providing structure, mentorship, and a collaborative community that made the transition both possible and empowering.

07/23/2026

We’re proud to celebrate eight advisors affiliated with Commonwealth Financial Group who have been named to the 2026 Forbes | SHOOK Research Top Financial Security Professionals Best-in-State list.

This acknowledgement reflects the trust they have earned, the relationships they have built, and their ongoing commitment to helping clients navigate important financial decisions with confidence.

Congratulations to this year's honorees:

– Jeff Baron, MBA, CASL®, ChFC®, CLU®, CLTC®, RICP®
– Jeff Carey, CFBS
– Gary Dennis, CFBS, CLTC®
– Justin Hayward
– Christopher M. Hodgson, CFP®, MSFS, CFBS, CLTC®
– Stephen Johnson, CFP®, CLU®, CLTC®
– Kerri Melley, MBA
– Gregg Miles, CFP®

Read more: https://www.commonwealthfinancialgroup.com/news-events/forbes-best-in-state-2026

Address

280 Congress Street, Suite 1300
Boston, MA
02210

Telephone

+16174394389

Website

http://www.commonwealthfinancialgroup.com/

Alerts

Be the first to know and let us send you an email when Commonwealth Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed finance company in Boston?