Investing Our Approach to Investing


We've learned a few things in our nearly two centuries in financial services. One of the most important lessons is that good investment relationships come down to trust. As a financial institution with no shareholders, Middlesex is exclusively devoted to the well-being of our customers and our communities. That means we can take the long-term view, offering advice that we feel is in the best interest of our customers, not the latest fad.

Experience is key in selecting an advisor. You can feel comfortable knowing that Middlesex Financial Group advisors have helped thousands of customers just like you to achieve their goals.
Finally, as an investment advisor we are only as good as the products we provide. That's why we selected Commonwealth Financial Network as our broker-dealer. We work one-on-one with our customers to tailor a program to their individual needs and then work with Commonwealth to deliver the very best products available.

A legacy of trust, experienced advisors and the very best products in the business -- that's what you can expect from Middlesex Financial Group.

It all starts with that first conversation to see if we might be right for you.

Just call us at 508-315-5096 or schedule a private appointment with an advisor to learn more.

​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. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth Financial Network.