No matter the financial trail you choose, we'll help you reach the summit.

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

Note: CFSG Accounts are not FDIC insured, not deposits, and may lose value.

As 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.

Meet Paul Valente, NBM’s CFSG Trust Officer

Paul Valente 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.

Headshot of Paul Valente

Ready for your no-cost, face-to-face consultation?

Please request an appointment through the form below. We look forward to hearing from you!

Request an appointment with CFSG

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By submitting a request for an appointment, you are agreeing to be contacted through email or by phone. You are also agreeing to submit your email to our database and agree to get future emails from CFSG that are applicable to you.

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.