Community Financial Services Group
Community Financial Services Group (CFSG) is a Vermont-based trust company that provides local, personal service to clients in Vermont, New Hampshire and beyond. In addition to the management of assets, trusts and estates, we help you plan for and accomplish that exciting, yet challenging, leap into retirement. It can be the biggest financial milestone in your life and we want to help you make the most of it. As you encounter forks in the road, we are there to advise you, updating your approach to retirement as your situation evolves throughout all life’s stages.
CFSG is the trust and investment management affiliate of National Bank of Middlebury, Community National Bank and Woodsville Guaranty Savings Bank and a non-affiliate for Peoples Trust Company of St. Albans. We have been providing trust and investment management services for clients since 1926. Managing over $1 billion in assets, our seasoned staff specializes in providing unbiased, comprehensive financial advice. Our mission is to improve the well-being of our clients’ financial and emotional lives by providing complete financial and investment guidance as their trusted advisors.
NBM’s CFSG Trust Officer—Paul Valente
Paul Valente is a Trust Officer & Wealth Advisor with Community Financial Services Group and is based in our main NBM office in Middlebury. He has been with CFSG since 2014 and, with over 14 years of experience, is able to help individuals, families, businesses, and non-profit organizations of all types achieve their investment, retirement, and financial planning goals. Paul is a CERTIFIED FINANCIAL PLANNER™ and Certified Trust & Fiduciary Advisor, and believes in taking the time to listen to each client’s unique objectives and goals while providing comprehensive advice. Paul invites you to contact him for a no-cost face-to-face consultation.
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“Community Financial provides an extraordinary level of care. The people are knowledgeable and truly committed to helping our family achieve its hopes and dreams and deal with life’s unexpected challenges.”
– Joanne R.
Disclaimer: Community Financial Services Group, LLC (CFSG) is the trust and investment management affiliate of National Bank of Middlebury, Community National Bank, and Woodsville Guaranty Savings Bank. CFSG is also the trust and investment non-affiliate for Peoples Trust Company of St. Albans. 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.