Plan your future with the help of our friendly, knowledgeable team of advisors.
Middlesex Financial Group provides investment services for our retail and business customers to assist them with their long-term investment needs. Our offerings include stocks, bonds, mutual funds, annuities and life insurance. We have built a reputation based on sound judgment and prudent decision-making. Those values have helped so many of our clients protect and grow their existing assets and successfully pursue their long-term goals.
Our Team:
Our group of dedicated professionals shares the common goal of providing our clients with the expertise, sound judgment, personalized service and comfort level they need to confidently pursue their financial goals.
Lee Millet
Financial Consultant, Vice President
Coverage Area:
Includes, but is not limited to, Acton, Hudson, Littleton, Maynard Crossing, Maynard-Powdermill, Westborough, Westford, and Worcester.
7 Digital Way
Maynard, MA 01754
508-315-5426
Chris Peterson
Financial Consultant, Assistant Vice President
Coverage Area:
Includes, but is not limited to, Ashland, Bellingham, Franklin, Holliston, Medfield, Medway, Millis, Sherborn, Southborough, and Walpole.
36A Milliston Road
Millis, MA 02054
508-315-5421
Ken Watt
Financial Consultant, Senior Vice President
Coverage Area:
Includes, but is not limited to, Framingham-Nobscot, Framingham-Route 9, Hopkinton, Natick, Needham, Sudbury, Wayland, and Wellesley.
6 Main Street
Natick, MA 01760
508-315-5096
Bill Whelton
Financial Consultant, Vice President
Coverage Area:
Includes, but is not limited to Bedford, Boxborough, Concord, Concord-West, Groton, and Wayland Center.
64 Main Street
Concord, MA 01742
978-344-5014
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 | |
