Community Financial Group

Financial Planning Consultants, Accounting Services, Financial Planners

Be the first to review!

CLOSED NOW

Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

(540) 604-5690Call Visit WebsiteVisit Website Map & DirectionsDirections107 Amelia StFredericksburg, VA 22401 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 4:00 pm

Places Near Fredericksburg with Financial Planning Consultants

Enon (7 miles)
Brooke (11 miles)
Sealston (12 miles)
Massaponax (13 miles)
Chancellor (13 miles)
Corbin (13 miles)
Stafford (14 miles)
Hartwood (14 miles)

More Info

Extra Phones

TollFree: (888) 263-7265

Phone: (540) 372-3040

Phone: (540) 604-5691

Payment method

amex, cash, discover, master card, visa

Neighborhood

Downtown Fredericksburg

Other Links

http://www.communityfg.net

https://www.communityfg.net/contact

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (540) 604-5690

Address: 107 Amelia St, Fredericksburg, VA 22401

Website: http://www.communityfg.net

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Community Financial Group

Tax Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a well-grounded and effective financial plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning strategies, and much more.
Charitable Giving
Effectively managing your finances leaves you with the ability to provide financial gifts to worthy causes that you are passionate about supporting. We help you create effective charitable plans as part of an ongoing giving strategy or as part of an estate or legacy plan.
Estate Taxes
Tax Services
Income Tax

Investment Management
Wealth Management
We use evidence-based planning strategies and wealth management to help you reach your goals. Time-tested principles and empirical evidence are applied in a highly disciplined way to build portfolios designed to withstand the length of your retirement so that once you retire, you stay retired.

Accounting Services

Financial Planning
By understanding the role of financial planning in meeting your financial aspirations, you'll be better equipped to control your financial future.
Retirement Planning
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Asset Management
Whether it’s developing a financial strategy, creating customized strategies for your business needs, implementing a needs-based insurance strategy, or preparing a detailed asset allocation analysis, our mission is simple: to strengthen the fabric of our community by providing innovative, personalized, and practical financial-life strategies.
Asset Protection
Our clients know they can come to us with any concern, and that we’ll listen without judgment and provide thoughtful, holistic financial advice. It gives them yet another layer of emotional confidence in our ability to be stewards of your finances. We will happily devise intelligent asset protection strategies and flush out your optimal financial plan. But we will also take the time to get a solid understanding of what you’d really like your money to do for you. Whether it be spending it, saving it, or gifting it, we can devise a plan that aligns with your vision. If the time has come to loop your children or your parents into the conversation, we have the requisite experience and capabilities to guide families through these conversations. We don’t dodge phone calls, and we won’t leave you wondering when you’ll next hear from us. When you’re a part of our community, it means you’ll never have to guess what happens next.

View All Services

Provided by