Middlesex Savings Bank Retirement Planning

Retirement Planning


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 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.