MassMutual Southern New England and MassMutual Northern New England Merge with Commonwealth Financial Group
BOSTON, March 28, 2017 /PRNewswire/ -- MassMutual Southern New England in Warwick, RI, and MassMutual Northern New England in Bedford, NH have merged with Commonwealth Financial Group (CFG), a Boston-based comprehensive financial planning firm.
CFG, a general agency of Massachusetts Mutual Life Insurance Company, was established in 1857 with the commitment of providing extraordinary financial services and products to individuals, families, and business owners. Over 150 years later, the agency's original mission is still observed. What has changed is the continuously expanding infrastructure that supports its advisors all over the country.
The firm has expanded through this merger to just under 200 advisors. It has also significantly broadened its outreach from metropolitan Boston to greater New England. CFG now has corporate offices in Boston, MA, Hingham, MA, Hyannis, MA, Warwick, RI, Bedford, NH, and Burlington, VT. The agency serves over 95,000[1] clients representing over $6 billion of assets serviced[2].
"We are positioned to make a positive difference in even more clients lives through our expansion," said Commonwealth Financial Group CEO Richard St. Jean. "Our team of financial professionals is prepared to deliver the very best financial planning resources to business owners, professionals, executives, and their families."
With the current economic landscape, St. Jean believes that it is now more important than ever for individuals and business owners to seek expert guidance from a financial professional.
"We fundamentally believe that every client deserves the very best that the financial services industry has to offer and no one person can effectively deliver on that," St. Jean said. "We offer a unique, team approach that creates greater efficiency for clients to meet their financial objectives."
CFG has always been committed to serving every client no matter where they are from, and through the merger, the firm was fortunate to gain advisors in remote locations throughout New England, while at the same time strengthening their metropolitan presence.
In such a technology-driven world, CFG still remains committed to the personal connections that are critical to providing financial advice. "The most important ingredient in achieving financial confidence is working with someone that you trust, someone that you know," states St. Jean. "Merging offices allows us to have talented representatives available to our clientele and represent important markets to us. Whether they are in the heart of downtown Boston, or in Bangor, ME, our team remains deeply committed to building our footprint so that we are always able to provide prudent financial advice."
In addition to providing comprehensive financial planning services, CFG is also an active leader in the community. The agency hosts and supports several volunteer events with various non-profits including Jewish Children and Family Services, Easter Seals, Waypoint Adventures, The Salvation Army, and Special Olympics Massachusetts. CFG also provides philanthropic support to the Cape Cod YMCA, The Jimmy Fund Clinic, and Autism Alliance of Metro West.
Contact
To understand more about CFG's unique process please watch the following video:
https://youtu.be/Di_xuaCdgI0
To find more information please visit our website:
www.commonwealthfinancialgroup.com
For direct communication, please contact:
Elissa Hamblen, Director of Marketing
617.526.9315
[email protected]
101 Federal Street, Suite 800
Boston, MA 02110
[1] An insured, owner, or payer of a MassMutual policy or contract.
[2] Includes values of MassMutual and subsidiary insurance companies' insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member of SIPC. Supervisory address: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN201903-208763.
SOURCE Commonwealth Financial Group
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