Middlesex Financial Group - Middlesex Savings Bank

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Middlesex Financial Group

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Our Solution	Your Need	Benefits

SEP-IRA	You are a sole proprietor or small business and want a way to save for retirement and decrease your tax burden.	Build savings for retirement while reducing taxes. Grow funds tax-deferred. Attract and retain employees by offering a valuable benefit. Save time and money – minimal costs and administrative burdens.
SIMPLE IRA	You have a smaller business (less than 100 employees) and want to contribute to your employees' retirement and build your own savings.	Save time and money – minimal costs and administrative burdens. Attract and retain employees by offering a valuable benefit. However, unlike with a SEP, you must make mandatory employee contributions.
Solo 401(k)	You have an owner-only business and are looking to save more for your retirement than other vehicles allow.	Provide an inexpensive way to use salary deferral and profit sharing contributions to fund retirement. Allow you to save more. Requires no minimum contributions.
401(k)	You want to offer a plan to you and your employees.	Gives employees the option to contribute to their own retirement. No mandatory or minimum contributions.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.

Contact Our Customer Info Center
1-877-463-6287
M-F 7am-9pm, Sat 8:30am-3pm