Commonwealth Financial Group is proud to announce that four of our financial professionals, and partners of the firm, have been recognized as 2025 Forbes/SHOOK Top Financial Security Professionals Best-in-State for Massachusetts. The list honors the nation’s top-performing financial security professionals who help clients protect their wealth and plan for the future—whether through long-term care coverage, annuities, life insurance, or estate and tax strategies.

This year’s Leaders Conference in Montreal was one to remember. With 30+ CFG advisors in attendance, the week was marked by standout presentations, national recognition, and moments that reinforced the strength of our community.

CFG is proud to celebrate Financial Planner, Patrick O’Brien, who has been recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as a Freshman Five Award recipient. This prestigious national honor recognizes five standout financial professionals affiliated with MassMutual for their achievements, including prior calendar year production.

We are thrilled to announce that the Lake Champlain Community Sailing Center (CSC) has been awarded a $10,000 donation from the MassMutual Foundation as part of its national Community Service Award program. This generous recognition celebrates the outstanding volunteer leadership of our advisor, Anastasia Surmava, whose dedication to the CSC has made a profound impact on the local community.

Our team was excited to attend another year of Finseca’s Leaders and Managers Program (LAMP), an opportunity for us to connect with industry peers and showcase the exceptional leadership and distinctive culture we've fostered at CFG. This premier three-day event drew over 1,300 attendees dedicated to advancing the financial services sector.