Profile
Community Financial Services Group
Community Financial Services Group (CFSG) provides comprehensive wealth management, investment management, trust services, retirement planning, and financial guidance for individuals, families, businesses, nonprofits, and institutions.
For nearly a century, CFSG has helped clients navigate important financial decisions through personalized advice, disciplined investment strategies, and a long-term perspective. Today, the firm manages over $1.5 billion in assets while serving individuals, families, businesses, and institutions throughout northern New Hampshire, Vermont, and beyond.
CFSG’s approach is built on relationships. The firm’s advisors take the time to understand each client’s goals, values, and financial circumstances, providing customized guidance designed to help build, preserve, and transfer wealth across generations. Whether assisting with retirement planning, trust administration, estate planning, charitable giving, or professional investment management, CFSG is committed to helping clients move forward with confidence.
As an independent trust and investment management firm, CFSG provides objective guidance tailored to each client’s needs rather than promoting proprietary investment products. The firm believes financial advice should be personal, thoughtful, and aligned with each client’s best interests.
Services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Trust & Fiduciary Services
- Estate & Legacy Planning
- Charitable Giving Strategies
- Institutional Investment Management
- Business Retirement Plans
By combining local relationships with extensive investment and fiduciary expertise, CFSG helps clients address complex financial challenges while maintaining a focus on long-term goals. The firm’s mission is to provide trusted financial guidance that helps individuals, families, businesses, and organizations pursue lasting financial success.
Community Financial Services Group, LLC (CFSG) is the trust and investment management affiliate of Community National Bank and National Bank of Middlebury. 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.
