Commonwealth Financial Group
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
441 Penbrooke Dr Ste 5, Penfield, New Yo...Website
www.themoneydocs.comRevenue
$22.8 MillionIndustry
About Commonwealth Financial Group
CFG The Money Docs is a group of Independent Financial Advisors dedicated to providing unbiased financial advice and personalized investment strategies tailored to clients' needs. Established in 1989, they focus on retirement planning, estate planning, and wealth management, serving both individuals and businesses. Their team, led by experienced professionals, aims to help clients achieve financial independence and security through clear communication and comprehensive service. CFG is affiliated with Cadaret Grant, ensuring clients receive robust financial protections and support.Explore more
SIC Code 62,628NAICS Code 52,523Show moreCommonwealth Financial Group Org Chart
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Commonwealth Financial Group Tech Stack
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CFG The Money Docs is a group of Independent Financial Advisors dedicated to providing unbiased financial advice and personalized investment strategies tailored to clients' needs. Established in 1989, they focus on retirement planning, estate planning, and wealth management, serving both individuals and businesses. Their team, led by experienced pr... Read More
