Plan for retirement. Save for college. Manage your estate.

All where you do your banking.

Middlesex Financial Group provides a complimentary investment consultation with an experienced Financial Advisor. Your meeting is personal, private and held in the branch of your choice.

During your consultation, your Advisor will review your goals to help determine what options are right for you and help you arrive at solutions for:

• Retirement Planning (IRAs to 401(k)s)

• Living in Retirement

• Estate Planning and Business Succession Planning

• College Savings

Once you’ve decided on a strategy, your Advisor will help you choose the right products to put your plan into action to reach your goals. From private money management programs and mutual funds, to annuities and insurance, you’ll have access to all the products you need, from the industry’s best providers, through our partner, UVEST Financial Services.