Wealth Management with a Purpose

Community Financial Services Group (CFSG) provides professional investment management and financial planning services to clients throughout New Hampshire, Vermont, and across the country. We manage more than $1.5 billion in assets with a clear, fiduciary approach—rooted in decades of experience and committed to helping you build a strong financial future.


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What We Do
The Pursuit of
Peace of Mind

We listen and take the time to get to know you so we can completely understand your financial situation and goals. We believe in offering unbiased, comprehensive advice to our clients.

Services
We Help You
Plan & Manage Your Wealth

No matter where you are in your financial lifecycle, our professionals can develop a Wealth Management Plan to help you achieve your financial goals.


Asset Management

Not everyone has the time, expertise, or desire to manage their own investments, and that is where our credentialed professionals can help. We’ll meet with you to discuss your goals, needs, and risk tolerance, and review your account regularly. We will also provide our thoughts on the economic and investment outlook every quarter with our newsletter, “The Navigator.”

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Financial Planning

Whether you are a business owner looking to retire or a young professional looking to save for future college expenses, we will work with you to come up with a financial plan. We can help you implement strategies to help you reach your financial goals in a tax efficient manner.

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Life Insurance

Life insurance choices can be confusing and overwhelming. In situations where life insurance may help you meet your financial goals, we can help you navigate through the various options to find a policy that best fits your unique needs.

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Retirement

We help clients plan for and make that exciting leap into retirement. For many people, retirement is the biggest financial milestone of their lives. We want to help clients make the most of it. Sometimes our clients encounter unforeseen forks in the road. At these critical points, you won’t be alone. We will be there to advise you and help you update your approach as your situation evolves.


CFSG offers many retirement plan options, including 401(k), 403(b) and Simple IRA plans. We offer retirement plan solutions for small businesses or for large companies. We will take the time to educate employees about their retirement plan choices and regularly meet with plan participants to help provide them with retirement planning education and investment guidance. Often our clients want to maximize their tax savings through their retirement plans and we help them evaluate the various types of plans to determine what is best suited to their individual situation.

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Our Tools
Ready For Retirement?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

About Us
A Team Dedicated
To Your Goals

Our team is here to listen. We want to understand your full financial picture to be able to provide comprehensive financial advice. In some cases, we will point out areas where there are gaps in your plan and recommend ways to address them. As our clients age and your needs change, we can be there to help you with things like bill pay.

Resources From Our Partners
Our Owner Banks

Community National Bank

CNB

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National Bank of Middlebury

NBM

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Affiliate Bank

People’s Trust Company

PTC

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