No matter if you’re a professional, business owner, or retiree, our team of specialists are here for you.
As your trusted community bank, we want to support your personal and business needs. Through Middlesex Financial Group (MFG), our investment division, we offer a wide range of products and advice, helping you pursue your financial goals.Managing your investments without professional guidance can be intimidating. Our advisors provide personalized insights and strategies to help you make informed decisions. Whether planning for retirement, saving for education, or growing your wealth, we support you at every stage.
Get personalized, local financial planning.
Our advisors provide a customized approach to retirement, education, and estate planning that sets us apart.
At Middlesex Financial Group, we are committed to helping you unlock your financial potential with the care and attention you deserve. We have built a reputation based on sound judgment and prudent decision-making. Those values have helped so many of our customers create a plan to help protect and grow their existing assets and pursue their long-term goals.
- Personalized service: At Middlesex, we prioritize relationships, a value that extends to MFG. With MFG, you're more than an account number. Our advisors build personal connections, understand your needs, and offer tailored financial advice to fit your unique goals.
- Accessibility: With MFG, you have the convenience of easy access to your financial advisor. Whether you require immediate advice or prefer to have regular face-to-face meetings, our doors are always open to provide support and guidance.
- Holistic Approach: MFG takes a comprehensive view of your financial life, focusing on overall well-being, including savings, investments, and estate planning.
- Experience: Our team is equipped with specialized skills to guide you through every financial decision. With over 20 years of building customer relationships, MFG is committed to service excellence.
Explore our services and discover how we can assist you in building a secure financial future. If you have questions or wish to meet with an advisor, please contact us.
Check the background of this investment professional on FINRA's BrokerCheck »
Form CRS: Client Relationship Summary
The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Middlesex Financial Group and Middlesex Savings Bank are not a registered broker-dealer or Registered Investment Adviser. Middlesex Savings Bank and Commonwealth are separate and unaffiliated entities.
Middlesex Savings Bank and Commonwealth are engaged in a referral arrangement where Middlesex Savings Bank refers potential clients to Commonwealth. Middlesex Savings Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Middlesex Savings Bank, Middlesex Savings Bank receives all such fees and commissions. These payments create a financial incentive for Middlesex Savings Bank to recommend Commonwealth over other firms where no compensation is received, resulting in a material conflict of interest. Middlesex Savings Bank is not a client of Commonwealth. Any testimonial made in connection with a referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not Guaranteed by any Government Agency | Not a Bank Deposit | |