Commonwealth Financial Group Information
Contact top employees from
Commonwealth Financial Group
Summary
Commonwealth Financial Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Boston, Massachusetts, USA. The number of employees ranges from 25 to 100. The annual revenue of Commonwealth Financial Group varies between 5.0M and 25M. Total funding of the company - $350K. To connect with Commonwealth Financial Group employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Insurance, Retirement Planning, Investments, Financial Planning
SIC Code
6321, 6199
DMA Code
Greater Boston
Founded
1857
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact Commonwealth Financial Group
Organization Website
Social Links
Phone Number
617-439-4389
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1903 | Privately Held | 250 - 500 | 16.9M | $0 | |
| 1901 | Privately Held | 250 - 500 | 89.1M | $0 | |
| 1987 | Privately Held | 250 - 500 | 10M | $0 | |
| 1998 | Partnership | 25 - 100 | 15M | $0 | |
| 1988 | - | 100-200 | - | $- | |
| 1880 | - | 1000-5000 | - | $- | |
| 2008 | - | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Commonwealth Financial Group shows a diverse range of experience levels:
2% have been with the company for less than 1 year10% for 1–2 years8% for 3–4 years12% for 5–7 years11% for 8–10 years57% have over 11 years of service at Commonwealth Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
Commonwealth Financial Group
Lucas Barger
Financial Planner
Kari McCafferty
Director, Business Development and Advisor Recruitment
Erika Keating
Financial Professional
Brett Skloff CFP®
Certified Financial Planner
Sam Philbrook
Managing Director | Financial Planner
Jon Preston
Financial Planning Advisor
Samuel Paul
Managing Director
David Rubin
Financial Planner at Commonwealth Financial Group
Judite Carey
Client Account Administrator for Jeffrey T. Carey, Michael Heberlein & Mark Condon
Jonathan Stone
Associate Analyst
Brigid Finlay
Financial Planner
Jeremy Katz
Senior Analyst/Financial Planner
Nicholas Roop
Managing Director
Kim Martell
Financial Planner
Sarah Hayes
Director, Design Center
Colin Pomer
Financial Planner
Richard St Jean
Executive Chairman & Principal
Bonnie Finklea
Administrative Assistant
Martha Slaight
Financial Planner
Peter Milillo
Financial Planner
David Heather
Financial Planner
Christina Brissette
Director Of Career Development
Steven Incropera
Financial Planner
Karen Pearl
Vice President of Supervision
Jeffrey Mayer
Partner
William Avril
Financial Advisor
John DiRuggiero
Partner
Thomas Coughlin
Financial Advisor
Michael Heberlein
Senior Partner
Jeffrey Carey
Senior Partner & Managing Director
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FAQ
Commonwealth Financial Group operates in the Financial Services industries. More details can be found on the official website: commonwealthfinancialgroup.com.
The headquarters of Commonwealth Financial Group are located in Boston, United States.
You can contact Commonwealth Financial Group by phone at 617-439-4389.
Commonwealth Financial Group currently employs 200-500 people.
Commonwealth Financial Group's revenue is approximately 15M.
Well-known competitors of Commonwealth Financial Group include Gordon Brothers, Baystate Financial, Hilco Global and DecisionPoint Advisors.
