Community Financial Services Group (CFSG) is a Vermont-based trust & wealth management company that provides holistic financial planning and professional investment management to clients in Vermont, New Hampshire and beyond. CFSG is the trust and wealth 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 since 1926. Managing over $1 billion in assets, our seasoned staff specializes in providing unbiased, comprehensive financial planning and 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 Sr. Wealth Advisor—Paul Valente

Paul Valente is a Senior Wealth Advisor & Senior Vice President 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 17 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™ (CFP®) and Certified Trust & Fiduciary Advisor (CTFA) 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.

    Visit CFSG‘s website here »

    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.