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Our Firm

A Boston-based financial advisory firm specializing in comprehensive financial planning.

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Our Process

Commonwealth Planning Group has three distinct phases to help you reach your goals.

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Our Services

Integrative solutions to clients who want their financial lives to be managed by a team of experts.

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Our Team

Our team is committed to lifelong education and has earned the industries most respected financial credentials

Meet the CPG team

"Someone is sitting in the shade today because someone planted a tree a long time ago. 

Warren Buffet

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