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Joshua Flanagan

Advisor Details

Financial Advisor in Boston, Massachusetts with 12 Year(s) of Experience

Professional Designations

Personal Bio

Joshua joined Commonwealth Financial Group in 2019 as a Partner. Josh works with doctors, dentists, and nurses helping them plan for their financial future He also assists in developing and implementing business strategies for private medical practices.

Prior to joining CFG Josh was a Supervising Agent with American Income Life. In this role we was responsible for the training and development of Insurance Producers on his team. After three years in this role Josh decided to challenge himself to grow once again.

He accepted a role as an Assistant Vice President at Citizens Investment Services in Newton Centre. In this role he was a part of a top tier Wealth Management Team. Josh was responsible for building and maintaining relationships with the firms affluent and high net worth clientele. It was here that he realized he wanted the autonomy to serve medical professionals in a customizable and holistic financial planning model.

Josh has also served 12 years with United States Army National Guard as a Chemical, Biological, Radiological, Nuclear and Explosive Warfare Specialist and currently holds the rank of Staff Sergeant. He is currently a part of the 10th Mountain Warfare Division in Northfield, VT

Josh currently resides with his wife, Kirsten, and their dog, Arnold, at their home in Attleboro, MA. Josh enjoys golfing, reading, training for marathons and spending time with close friends and family.

Josh is involved with the Special Olympics MA and Project Hope: Boston through committee and volunteer work as well as fundraising.

Firm Name

Commonwealth Financial Group

Firm Bio

Commonwealth Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), was established in 1857 with the commitment of providing extraordinary financial services to individuals, families, business owners, and companies. Over 160 years later, the agency’s original mission is still observed. What has changed is the continuously expanding national footprint. We look forward to the ongoing empowerment of current and future clients to take the steps towards achieving financial confidence.

OUR CULTURE & VALUES

Commonwealth Financial Group’s culture is characterized by teamwork, trust, cooperation, and collaboration. We deploy a team-based, holistic approach to meet the needs of our clients. While striving to consistently deliver the finest level of service available, we hold ourselves accountable to the very highest level of integrity and ethical standards.

OUR MISSION

Our mission is to maintain our position as a world-class provider of financial services by seeking to equip each of our clients with a clear path to financial confidence, as well as a true sense of financial clarity and empowerment.

Advisor Type

RIA - Joshua Flanagan

Firm SEC/CRD #

10409

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Education

Purdue University
Associates of Science - Business
Duration: 2020 - 2021

License(s)

Series 6, Series 63, Series 66, Series 7

Advisor SEC/CRD #

6785897

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Methods of Compensation

Fee-Based

Specialties

Preferred Client Type

Membership Associations

American College of Financial Services

National Association of Insurance and Financial Advisors (NAIFA)

Activities/Hobbies

Boxing, Camping, Cooking/Grilling, Creative writing, Cycling, Football, Golf, Hiking, Investing, Movies, Reading

Military Veteran

Army

Language Spoken

English

Volunteer Experience

Project Hope: Boston
Special Olympics of Massachusetts

Publications Featured In

LinkedIn

Other

Disclaimer

Licenses: https://www.commonwealthfinancialgroup.com//licenses/

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: (101 Federal St, Suite 800, Boston, MA 02110 617-439-4389).

Contact:


Boston, Massachusetts 2110

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