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).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $537,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Community Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul M. Travis
CRD#: 2791056
201 Boston Post Road West, Suite 406, Marlborough, MA 01752

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.

2
Richard R. Wilson
CRD#: 4727467
Conroe, TX

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.

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