Commonwealth Planning Group

  • Financial Services
  • Boston MA
  • 7 employees
Get Full Info

Company Overview

Website
commonwealthplanninggroup.com
Email
Phone
(617) 526-9340
Employees
7
Founded in
2008
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Recent News & Media

Virginia Treasury has returned over $1 Billion in Unclaimed Property to Citizens!

  • Jun 10, 2025
  • rrecord.com

Finance

  • Jun 25, 2024
  • framingham.edu

Commonwealth Planning Group

  • Sep 28, 2023
  • bbb.org

Felipe Venegas, CFP® - Financial Planner - Commonwealth Planning Group

  • Feb 12, 2023
  • linkedin.com

Goosehead Insurance - Monica Savino

  • Jun 5, 2022
  • yellowpages.com

Best 30 Boat Insurance in Chesapeake, VA

  • Jan 31, 2021
  • superpages.com

Who is Commonwealth Planning Group

Commonwealth Planning Group is a financial planning firm based in Boston, Massachusetts. The company employs 7 people and generates over $10,000 in annual revenue. Commonwealth Planning Group offers investment and insurance strategies in alignment with comprehensive financial planning. Their team of CERTIFIED FINANCIAL PLANNER™ professionals works with clients to define long-term goals and collaboratively implements coordinated strategies to achieve them. They are committed to providing high-quality client service and support throughout all phases of a client's financial life. What distinguishes Commonwealth Planning Group from its competitors is its team's extensive experience and expertise. The three partners have over seventy years of combined experience and hold the most respected financial credentials. For more information, visit commonwealthplanninggroup.com.

Company Leadership

C.j. Millett

Owner/Partner

Phone Email

Commonwealth Planning Group Industry Tags

Financial Services
View All Industry Tags

Companies Similar to Commonwealth Planning Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Commonwealth Planning Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M New York, NY
10M 5 Chicago, IL
10M 12 Scottsdale, AZ
10M 21 New York, NY 2001
10M 5 Chicago, IL
View More Companies

FAQ

What is the location of Commonwealth Planning Group's headquarters?
The headquarters of Commonwealth Planning Group are situated at 280 Congress St Suite 1300, Boston MA
What is Commonwealth Planning Group's phone number?
Commonwealth Planning Group's contact number is (617) 526-9340.
What is Commonwealth Planning Group's official website?
The official website of Commonwealth Planning Group can be found at commonwealthplanninggroup.com.
What is Commonwealth Planning Group's current revenue?
As of February 2023, Commonwealth Planning Group's annual revenue reached $10B.
How many employees does Commonwealth Planning Group currently have?
Commonwealth Planning Group employs approximately 7+ people as of February 2023
Which industries is Commonwealth Planning Group primarily operating in?
Commonwealth Planning Group operates in the following industries: Credit, Finance
Who is the Owner/Partner of Commonwealth Planning Group?
Commonwealth Planning Group's Owner/Partner is C.j. Millett
What are Commonwealth Planning Group's industry tags?
Commonwealth Planning Group's industry tags include: Financial Services
When was Commonwealth Planning Group founded?
Commonwealth Planning Group was founded in 2008.