Community Financial Group, Inc.
Community Financial Group, Inc. (CRD# 129472) is a financial advisory firm headquartered in Marlborough, MA. They manage $63,451,617 in 118 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management63MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$537,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 24 years of experience in the finance industry.
Richard Wilson (CRD# 4727467) is an Investment Advisor Representative working at Community Financial Group, Inc. in Conroe, TX and has over 17 years of experience in the finance industry.