Financial Planning and Our Approach
Middlesex Financial Group is your partner in retirement planning and investment strategies.
Now is the best time to start planning, and we're here with all the financial strategies you need. Together, we’ll explore your current investments, accounts and overall financial picture to uncover the right plan for you. Consider whether you want a portfolio focused on asset protection or growth and income.
It all starts when you meet one of our advisors at your local Middlesex branch. We'll discuss your goals, review investment options and build a personalized plan to help you achieve your financial goals. The advisors of Middlesex Financial Group offer investment management as a Fiduciary, with portfolio construction.
Take the first step by filling out this simple form.
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|