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Financial Planning
Tax Advantaged Savings
Retirement Planning
Individual Retirement Accounts
Financial Advisors
Jonathan Hoy
Bill Whelton
Thomas Ducey

Financial Advisors

We have access to up-to-the-minute market information and all of the research tools necessary to serve all of your investment needs. Also, you have an entire team of professionals working for you behind the scenes - a team that offers you an unmatched combination of knowledge, service, and professionalism.

There are many advantages to working closely with someone who understands investment options, and who can plan and implement your financial strategy. There are no concrete guidelines for selecting a financial consultant. Like selecting a doctor, it is important to have confidence in and feel comfortable with your representative.

Having a Financial Advisor is similar to employing the services of any other consultant. Recommendations are made based on a working knowledge and high level of expertise in their specialized field. However, you are the one making the final decisions, and the choice is yours as to how much you want to be involved in the management of your account.

Through UVEST, we provide access to a variety of products and services to help you solve today's problems and to prepare for the future. Our financial consultant can develop a customized financial strategy that will grow with your needs.

  • Analyze - we analyze your circumstances and identify your goals.
  • Design - we prepare a strategy to meet those goals.
  • Implement - we work with you to implement all aspects of your strategy.
  • Review - we regularly monitor your strategy and suggest adjustments, keeping you on target to achieving your financial dreams

Middlesex Financial Group, through a partnership with UVEST Financial Services, has licensed Financial Advisors in your area ready to help you develop the right financial strategy to meet your needs.