Community Financial Group
About Community Financial Group
Community Financial Group is a Financial Services company, and was acquired by Glacier Bancorp in February 2024. Financial advisory services are provided to support client needs. It operates on a Financial Planning and Wealth Management model. Community Financial Group offers products and services including Financial Planning, Retirement Planning, Estate Planning & Charitable Giving, and Risk Management & Insurance. Its focus areas include Wealth Management and Financial Planning.
Company details
Innovative and personalized financial-life strategies are provided by Community Financial Group to help clients invest confidently and enjoy their wealth at any life stage. Services such as financial planning, retirement planning, estate planning, and risk management are tailored to individual needs. The focus is placed on building, managing, preserving, and transitioning wealth for clients across various sectors. A holistic approach is adopted to develop customized strategies for personal and business needs, ensuring a sound financial plan that aligns with clients dreams and goals.
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website communityfg.net
- Acquired by Glacier Bancorp (Feb 2024)
- Legal Name Community Financial Group
- Investors
- Acquired byGlacier Bancorp
(Feb 2024)
Products & Services of Community Financial Group
Community Financial Group offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, Estate Planning & Charitable Giving, and Risk Management & Insurance.
Comprehensive financial planning services are provided to help clients achieve goals such as home ownership, funding education, and stress-free retirement.
Tailored retirement planning strategies are offered to ensure clients can live their desired lifestyle post-retirement.
Strategies for estate planning and charitable giving are developed to manage finances and support causes clients are passionate about.
Insurance solutions are provided as the foundation of a financial plan to prepare clients for unexpected life events.
Investors in Community Financial Group
Community Financial Group has secured backing from 1 investor. Prominent investors backing the company include Glacier Bancorp.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided across the United States. | 1955 | glacierbancorp.com | Kalispell, United States |
Investor details for Community Financial Group
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Web traffic of Community Financial Group
The website of Community Financial Group (communityfg.net) receives about 1.2K visits a month.
- Monthly visits1.2K
▲ 15.4% vs previous month
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Frequently Asked Questions about Community Financial Group
Innovative and personalized financial-life strategies are provided by Community Financial Group to help clients invest confidently and enjoy their wealth at any life stage. Services such as financial planning, retirement planning, estate planning, and risk management are tailored to individual needs. The focus is placed on building, managing, preserving, and transitioning wealth for clients across various sectors. A holistic approach is adopted to develop customized strategies for personal and business needs, ensuring a sound financial plan that aligns with clients dreams and goals.
Community Financial Group offers Financial Planning, Retirement Planning, Estate Planning & Charitable Giving, and Risk Management & Insurance.
Community Financial Group has 1 investor. Key investors include Glacier Bancorp.
Community Financial Group operates through Community Financial Group.
Yes. Community Financial Group was acquired by Glacier Bancorp in February 2024.