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.
Thomas Ducey
Financial Consultant, 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
508-315-5261
Lee Millet
Financial Consultant, Vice President
Coverage Area:
Includes, but is not limited to, Acton, Hudson, Littleton, Maynard Crossing, Maynard-Powdermill, Westborough, and Westford.
7 Digital Way
Maynard, MA 01754
508-315-5426
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
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.
