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.
Organization Website | commonwealthfinancialgroup.com |
Social Links |    |
Phone Number | 617-439-4389 |
Industries | |
Headquarters Location | 280 Congress St, Boston, Massachusetts, 02210 US |
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 |
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 | - | $- |
Estimated Website Traffic
The chart shows a decline in traffic to the commonwealthfinancialgroup.com website. In November, traffic decreased to 4033, compared to 4261 in the previous month. The highest traffic in 2025 was recorded in August, reaching 5271 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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 year3% for 1–2 years9% for 3–4 years14% for 5–7 years6% for 8–10 years66% have over 11 years of service at Commonwealth Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
Commonwealth Financial Group
John DiRuggiero
Partner
Anthony Iannicelli
Financial Professional
Robert Skloff
Senior Partner https://www.commonwealthfinancialgroup.com/licenses/
Garret Aube
Financial Planner
Alana Colindres
Client Account Administrator
Elynzia Bolduc
Operations Manager
Alejandro Ocampo
Financial Analyst
Tyler Skvorak
Financial Planner
Matt Kehaya
Director of Planning Experience Operations
Matt Fleming
Financial Advisor
Nathan Karol
Financial Planner
Mike Collins
Financial Planner
Tim Melley
Planning Experience Intern
Mary Sexton
Administrative Assistant
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
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FAQ
Commonwealth Financial Group operates in the Finance 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.
