Community Financial Group

Community Financial Group is a financial planner in Fredericksburg, Virginia. The firm offers comprehensive financial planning for all stages of life, with services covering long-term goal setting and financial roadmaps, asset management, estate and legacy planning, and retirement planning. It does not offer prepackaged services or products, instead building customized plans around each client's needs.

Community Financial Group was founded in March 2009 in Fredericksburg by founding partners Chris Fines and Mike Hayes, both Virginia locals who wanted to provide personalized service to their community. The business has since grown to three offices throughout Virginia, with additional locations in Roanoke and Richmond, while keeping the one-on-one service and long-lasting client partnerships it was built on.

The team includes Client Services Specialist Alison Rehberg, Client Relationship Manager Allana Moore, who joined in 2013 and works from the Fredericksburg office, and Office Coordinator Allyse Fritz. Rehberg spent eight years in Student Health Services at George Mason University before joining the firm in 2022. The firm describes its approach as built on honesty, collaboration, and a personal touch, with clients staying in control while the team provides guidance. The Fredericksburg office is open Monday through Friday from 8:00 AM to 5:00 PM.

The office sits on Amelia Street in downtown Fredericksburg, near the intersections with Sophia Street. The Hugh Mercer Apothecary Shop museum is about a tenth of a mile away, as is the Yamaha Music School.

Community Financial Group holds a positive rating from the customers who have reviewed it. Since 2009, the firm has combined small-town, one-on-one service with planning that spans financial, asset, estate, and retirement needs for Fredericksburg clients.