Community Financial Group, Inc.

Community Financial Group, Inc. is a Registered Investment Advisor established in November 2003 and based in Marlborough, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, corporations, pensions, and profit-sharing plans. Services include investment management tailored to each client's needs, advice on employee benefits, and financial planning. The firm primarily focuses on long-term investment strategies using mutual funds, ETFs, individual securities, and other investment vehicles. CFG may recommend third-party managers or sub-advisors to implement portions of client portfolios. The firm charges investment advisory fees ranging from 0% to 2.00% based on assets under management. Clients may also engage in financial planning services on a negotiated fee basis. CFG acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm does not charge performance-based fees and does not have custody of client assets. The Chief Compliance Officer, Paul M. Travis, and Vice President, R. Richard Wilson, have clean disciplinary records. CFG maintains strict privacy policies and safeguards client information. Clients have the right to limit sharing of personal information. For more details, clients can contact CFG at (508) 251-2716 or [email protected].