Investing Mutual Funds


Mutual funds are an effective and popular means of investing your long-term money for goals such as retirement, a college education, or income to live on.  However, there are many types of funds to select from and complex terms to consider.  It can be a little intimidating, but that's where Middlesex can help.

It starts with a personal consultation with an experienced Middlesex Financial Group advisor.  They'll evaluate any funds you already have and help you into new ones that balance your tolerance for risk and aspirations for growth.  Best of all, you'll be working with Middlesex, the name that has stood for trust in financial services for nearly two centuries.

Are you ready to discuss mutual funds?
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.