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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

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.

We offer custom solutions to protect and grow your business.

As businesses succeed and grow, their needs become more complex.  Suddenly, you need to address issues such as benefits, taxation and preserving what you've achieved for the next generation.  Solving those concerns takes the right advisor, an advisor you can trust.


business planning

succession planning

benefits planning

tax strategies