Community Financial Services Group (CFSG) is a Vermont-based trust company that provides local, personal service to clients in Vermont, New Hampshire and beyond. Community Financial has been providing trust and investment management services for clients since 1926. Their seasoned staff specializes in providing unbiased, comprehensive financial advice, managing over $500 million in assets.

CFSG is the trust and investment management affiliate of National Bank of Middlebury.

CFSG services

  • Asset Management
  • Retirement Planning
  • Education Planning
  • Trusts & Estates
  • Retirement Planning for Business

“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 Community National Bank, National Bank of Middlebury 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.