CFG Merger Announcement
We are proud to announce that MassMutual Southern New England and MassMutual Northern New England have merged with us! Through this merger, our firm has expanded to just under 200 financial advisors. It has also significantly broadened our outreach from primarily metropolitan Boston to all of greater New England. We now have corporate offices in Boston, MA, Hingham, MA, Hyannis, MA, Warwick, RI, Bedford, NH, and Burlington, VT. The agency now serves over 95,0001 clients representing over $6 billion of assets serviced2.
“We are positioned to make a positive difference in even more clients lives through our expansion,” says CEO Richard St. Jean. “Our team of financial professionals is prepared to deliver the very best financial planning resources to business owners, 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 says. “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 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 available to provide prudent financial advice.”