Education Planning

The smartest way to save for college is with a little tutoring from our team.

A good transcript is a great start to college. But there's more you need to know.

A good student uses every possible resource to learn about a subject. The same approach pays off when you're learning how to save for college. Middlesex Financial Group advisors can clearly explain various savings strategies, offer ideas for covering tuition costs, and help you provide your young scholar with an opportunity to get the best education possible.

  • Learn about long-term saving and investment options
  • Discuss benefits of 529 Plans 
  • Find out about the tax advantages of various approaches
  • Learn about grandparent education gifting with estate planning advantages
  • Before getting ready to apply for college, discuss strategies to position assets to maximize financial aid potential

Check the background of this investment professional on FINRA's BrokerCheck »

Form CRS: Client Relationship Summary


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

The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

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.