Jon Preston, CFP

Jon Preston, CFP I help families and business owners understand their finances so they can confidently make decisions that are in their best interests.

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

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves...
06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financia...
05/25/2026

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financial support systems reflect your needs, as well as the needs of your partner or chosen family. Let’s meet to review your priorities today.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

Our fourth annual Fenway scrimmage against Baystate Financial didn't disappoint! It was a good reminder of the value in ...
05/13/2026

Our fourth annual Fenway scrimmage against Baystate Financial didn't disappoint!

It was a good reminder of the value in stepping outside the day‑to‑day and connecting as a broader team.

However you define family, your income is the foundation that supports their stability and dreams. During Disability Ins...
05/11/2026

However you define family, your income is the foundation that supports their stability and dreams. During Disability Insurance Awareness month, I can help you ensure your income protection strategy will support you through unexpected illness or injury.

05/11/2026

Americans 55 and up control most wealth, and many of them have decades of living left

Address

197 First Avenue, Suite 250
Needham, MA
02494

Telephone

+19786977962

Website

Alerts

Be the first to know and let us send you an email when Jon Preston, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jon Preston, CFP:

Shortcuts

Share

Category