Community Financial Services Group

Community Financial Services Group, LLC (CFSG) is a Vermont-chartered trust company providing independent, comprehensive financial planning and investment management services to individuals, families, businesses, and institutions throughout Vermont, New Hampshire, and beyond. With a personalized, relationship-driven approach, CFSG serves clients at every stage of life, helping them achieve financial clarity, security, and long-term success.

As a wholly owned subsidiary of community banks, Community National Bank, Woodsville Guaranty Savings Bank, and Passumpsic Bank, CFSG combines the strength and stability of established financial institutions with the personalized service of a dedicated wealth management firm. Our clients benefit from a full spectrum of trust and investment services, including retirement planning, estate planning, portfolio management, charitable giving strategies, and fiduciary services.

At CFSG, we pride ourselves on building long-term, multi-generational relationships founded on trust, transparency, and integrity. We take the time to understand your unique goals, values, and financial circumstances. Our team of experienced financial professionals delivers unbiased advice tailored to your needs, free from product sales or commission-based incentives.

Whether you’re planning for retirement, preserving your legacy, or managing complex assets, CFSG acts as your trusted partner every step of the way. Our mission is to empower clients to achieve their lifestyle and financial goals through disciplined planning and prudent investment solutions.

CFSG is proud to be a respected financial institution with a reputation for excellence across Vermont and New Hampshire. Discover the confidence that comes with working alongside an experienced, client-first wealth management team.

To learn more about how CFSG can help you build and protect your financial future, visit www.cfsgtrust.com.

Keywords: financial planning, investment management, trust services, estate planning, fiduciary advisor, Vermont wealth management, New Hampshire financial advisor, retirement planning, CFSG, Community Financial Services Group

Author: Angel Larcom

Executive Director of Littleton Area Chamber of Commerce