Community Newsletter: December Updates

As the year comes to a close, December has been a month full of reflection, celebration, and forward momentum for our firm. Here’s a look back at the highlights that made this month so memorable!

BOSTON, MA

Our planners presented their business plans to one another, showcasing their dedication to growth and success. CFG provides the training and resources advisors need to craft business plans that are well-positioned, packaged, and tailored to the unique needs and concerns of their ideal client markets. Collaboration like this is how we turn plans into action and ideas into results.

BOSTON, MA

Our holiday party at the Liberty Hotel was the perfect way to celebrate a year of growth, accomplishments, and unforgettable moments with the incredible people who make it all possible. From advisor milestones to team celebrations, 2024 was a year for the books!

In 2024, we raised tens of thousands of dollars and dedicated 250+ hours to causes that matter most to us, exemplifying our commitment to giving back. At CFG, success isn’t defined by a number – it’s measured by the impact we create together. Learn more about our efforts.