Investing Tax Strategies


It can be frustrating to see your hard-earned savings taken away by taxes.  At Middlesex we can help you find the right combination of products and strategies to help you pay your fair share -- but no more.  It starts when Middlesex works with your tax professional to make certain that your investments line up with your tax objectives.  We'll help you to identify ways to structure your income to protect your earnings.  What's more, we'll work alongside your tax advisor to maximize your IRA plan deductions.

Start building your tax strategy 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.