Community Financial Group
Community Financial Group was founded in 2003 with the goal of providing unbiased solutions for our clients in all aspects of wealth management. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. Contact Community Financial Group today at (508) 251-2716 for a free, no-obligation consultation with a Registered Investment Advisor and learn how we can help you build a solid financial future for you, your family, or your business.
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Paul Travis
Principal · Finance & Accounting
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Carol McClymonds
Administrative Assistant · Operations
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Top roles at Community Financial Group
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- 2certified financial plannertm professional
- 1administrative assistant
- 1financial services consultant certified plan fiduciary advisor (cpfa)
- 1principal
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