Financial Planning


The best time to start planning for retirement, investment, or tax strategy is right now. Whether you've been investing money for years or you're a little behind, Middlesex Financial Group (MFG) offers all of the financial strategies you need.

Our advisors take a personal approach, understanding your current investments, accounts and overall financial picture.

Luckily, your first step is easy. Schedule a retirement review with a trusted Middlesex Financial Group advisor at your local branch. We'll discuss your goals, review investment options and build a personalized plan to help you achieve your financial goals.


Let's Talk

A retirement review is an easy way to see where you are, and get you started where you need to be.

Please do not send any confidential information such as account numbers, Social Security numbers, password or PIN information.

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​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

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.