Partner with Middlesex Financial Group to bring your vision to life.
Through every phase of your company's growth, we provide guidance and insight tailored to your specific needs. When you work with Middlesex Financial Group, you work with advisors who are fully invested in you and your business.
Financial Planning and Our Approach
- Business Succession
- Buy-sell agreements
- Key person insurance
Through asset protection and tax-efficient wealth transfer, we serve as a trusted advisor to you, your business, and your heirs to ensure your plan's continuity. It all starts by listening to you and understanding your goals and concerns.
- Helping you identify common issues and avoid costly mistakes
- Working with your attorneys, advisors, and tax specialists
- Putting your properly prepared plan into action
MFG Investment Account Access
- See account balances and a detailed position breakdown for each account, including accounts not held with us
- Check on recent transactions
- Review contact information and beneficiaries
Check the background of this investment professional on FINRA's BrokerCheck »
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.
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.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Guaranteed by any Government Agency||Not a Bank Deposit|
Middlesex Financial Group is not a registered broker-dealer or Registered Investment Adviser. Middlesex Financial Group and Commonwealth are separate and unaffiliated entities of one another. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth Financial Network.