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


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