INSIGHTS

Forbes/SHOOK Names Four Advisors Among Top in Massachusetts for 2025
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.

Montreal Moments: A Standout Year at Leaders Conference
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.

Patrick O’Brien Named Freshman Five Award Recipient
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.
Community Newsletter: June Updates
June brought no shortage of momentum across the firm, from conferences and advisor events to summer outings and community impact. Catch a glimpse of how our advisors and staff showed up, connected, and continued to lead with purpose.

Community Newsletter: May Updates
From meaningful connections to moments of growth, May was a month where our team made an impact both inside and outside the office. Dive into our latest update to see how advisors and staff came together to push boundaries and strengthen community ties.
Community Newsletter: April Updates
April was an exciting month at CFG! Our advisors and staff were busy attending industry events, celebrating milestones, and continuing their commitment to growth and learning. From inspiring conferences to team-building activities, take a look at what we’ve been up to and how our ongoing efforts are shaping the future of our firm.

MassMutual Foundation Honors Community Contributions of Anastasia Surmava with $10K Donation to Sailing Center
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.

From Spotlight to Strategy: Key Takeaways from Finseca’s LAMP Conference
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.

Community Newsletter: March Updates
March brought a fresh energy to our firm – one filled with creativity and celebration. From culture-building to spontaneous fun, see what made this month a standout for our team.

Community Newsletter: February Updates
As winter continued, February brought exciting opportunities for collaboration, learning, and celebration at CFG. From the mountains to the mindset training, February was filled with meaningful connections, personal growth, and exciting opportunities. Here’s a recap of the key highlights that shaped our month!