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Financial Planning and Our Approach

We're here to help you plan your future.

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.

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      Disclosures

      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.