Achieving Your Lifetime Goals

BUILDING A PLAN TO BRING YOUR GOALS WITHIN REACH.

We take a multi-tiered approach to building your assets.  We start with a personal consultation.  We want to understand your unique goals, objectives and savings history.  We review your needs for income today and your ultimate goal for lifetime savings.  We review a broad range of product options with you, carefully explaining the strengths and weaknesses of each choice.  Based on your input, we then present an optimum choice of investment vehicles and insurance options that we offer through Commonwealth Financial Network, one of the nation's leading providers of investment services.  Lastly, we look to work with you for the long-term, with ongoing personal service, investment advice and the best in products.

Middlesex can put your goals within reach.  Start achieving your lifetime goals today.
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 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.