Middlesex Savings Bank Personal Banking

Investing Retirement Planning

WHEN CAN YOU RETIRE AND HOW DO YOU GET THERE?

Answering this question starts with understanding where you stand today and helping you to choose the right investments.  We’ll want to know what sort of lifestyle you’ll be looking to support in retirement and how you can best achieve it.  Most of all, we’ll want to take some time to get to know you personally.  Because as we see it, every retirement plan, like every client, is unique.  Some people want asset protection; others prefer growth and income. We can help with both and much more.

Start on the path to your retirement 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 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