Wealth Management

Community Financial Services Group (CFSG)

Community Financial Services Group (CFSG) is a Vermont-based trust company that provides local, personal service to clients in Vermont, New Hampshire and beyond.

CFSG accounts are not obligations of, or guaranteed or insured by any bank or any depository institution, the FDIC, the Federal Reserve Board or any government agency. Investments are subject to risk, including the possible gain or loss of principal.

IRA

An individual retirement account (IRA) with tax-free growth on tax-deferred investments. Each type has different advantages. Subject to IRS restrictions, can save for retirement purposes.

• Traditional IRA
• Roth IRA
• 7-day to 60-month terms
• $500 minimum deposit
• Penalties for early withdrawal

IntraFi Network Deposits (formerly CDARS)

Almost anyone who wants to combine the convenience of working directly with just one financial institution with the security of access to FDIC insurance will benefit from IntraFi Network Deposits.

• FDIC Insurance. With IntraFi Network Deposits, you can access multi-million dollar FDIC protection on CD investments. [1]
• One bank. You work directly with us to secure large deposits.
• One rate. You earn one interest rate per maturity on CD investments placed through IntraFi Network Deposits.