Commonwealth Financial Group
Meghan Blomberg has over 15 years of experience in financial planning, corporate accounting, and sales analysis. Meghan currently works at Commonwealth Financial Group as a Financial Planner and Senior Managing Associate, providing a range of services including financial planning strategies, asset management, and insurance protection. Prior to this, Meghan worked as a Financial Controller at First Atlantic Capital, LLC and as a Senior Analyst/Sales Planning Manager at Filene's. Meghan holds a B.S. in Business Management from Marist College and an MBA in Accounting from UMass Boston.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.