Business Financial Planning

Your business has unique investment needs, and we're here to meet them. 

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

The best time to start planning is right now, and we're here to offer all the financial strategies you need. With our personal approach, we take time to understand your current investments, accounts and overall financial picture. It all starts when you meet one of our advisors at a local Middlesex branch.

Business Solutions

You know what's best for your business today, but you might not have the in-house expertise to reconcile long-term challenges. Middlesex Financial Group can assist with your business succession planning, leveraging a wide range of products and specialized knowledge.
  • Business Succession
  • Buy-sell agreements
  • Key person insurance

Estate Planning

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 Advisors

Our experienced team can create an investment plan that takes your unique business needs into account. Partner with Middlesex Financial Group's advisors and enter the market with confidence.

MFG Investment Account Access

Take full control of your portfolio with sophisticated, easy-to-use online services from Middlesex Financial Group. View and manage your entire portfolio by tapping into the power of Commonwealth Financial Network’s Investor360® platform. The more information you can access, the greater your opportunities.
  • 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

Market Commentary 

Through our association with Commonwealth Financial Network, Middlesex Financial Group offers market commentary from Brad McMillan, Commonwealth's Vice President and Chief Investment Officer. Brad’s insights and analysis inform and guide investment decisions that can help you and your business.

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