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
- 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 »
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|