Business Planning


You know what's best for your business. Yet, certain long-term issues demand a level of expertise that may not exist within your firm.  Do you have competitive benefits to attract and retain talent?  Is your tax strategy ready to grow as your firm grows?  What if you or your partner is not there to guide the business?  That's where we can help.  We address these questions every day with a combination of the best products and access to specialists in each field.

Best of all, you can trust Middlesex to put your interest first, just as we have been doing for over 180 years.

​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 Insured by any Federal Government Agency

Not a Deposit

The financial professionals of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.

Middlesex Savings Bank is not a registered broker-dealer or Registered Investment Advisor.