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Perry Smith
Director Of Estate And Business Planning at Commonwealth Financial
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Work Experience
Director Of Estate And Business Planning
Jun 2006 - Present · 18 years and 7 months
Director Of Advanced Sales
2000 - Jun 2006 · 6 years and 5 months
carlin charron & rosen
Pricipal - Financial Services
1998 - 2000 · 2 years
Company Details
201-500 Employees
At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives. Let us show you how we can transform the way you approach financial planning.
Year Founded
1857
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
280 Congress St Suite 1300 Boston, Massachusetts 02210, US
Keywords
InsuranceRetirement PlanningInvestmentsFinancial Planning
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