Community Financial Group

Community Financial Group is a financial planner in Fredericksburg, Virginia, serving individuals and families with personalized financial and legacy planning. The firm offers comprehensive financial planning tailored to clients’ unique life stages, including guidance on retirement, asset growth, and estate protection. Founded in March 2009 by Virginia locals Chris Fines and Mike Hayes, the company maintains a client-first approach rooted in integrity, collaboration, and long-term partnerships. With a team that includes Client Relationship Managers, a Client Services Specialist, and an Office Coordinator, the firm emphasizes one-on-one service and a personal touch, even as it operates three offices across the state. Clients rate the business 4.00 out of 5 based on 13 reviews.

The firm’s philosophy centers on trust, honesty, and partnership. It emphasizes that its only goal is the client’s success, with no sales quotas or hidden motives. Advisors work closely with clients to create customized financial roadmaps, helping them gain confidence in their future, optimize asset performance, and protect their legacy. The team values long-term relationships and ensures clients remain in control while receiving expert guidance. Alison Rehberg, a Client Services Specialist with experience in medical services, joined the team in 2022 and brings a strong commitment to client care and connection.

The Fredericksburg office is located at 107 Amelia St, situated just a short walk from the historic Hugh Mercer Apothecary Shop, a museum, and the downtown neighborhood. Nearby, Sophia Street and the Yamaha Music School are within a quarter-mile, placing the firm in the heart of Fredericksburg’s central district.

Community Financial Group is known for its consistent, client-centered service and deep roots in the local community. Its long-standing presence and focus on personalized planning have helped it build lasting trust with clients across the region. The firm continues to serve as a trusted guide for those seeking clarity and confidence in their financial future.