With services ranging from asset management to retirement planning, we have the expertise to assist you when and how you need it. We've guided generations through the twists and turns in the financial world, always providing comprehensive, unbiased financial advice. Whether you are a retiree, business owner, nonprofit or professional client, we have the knowledge and tools to help you meet your goals.
We provide financial tools, Navigator publications, informational links and more helpful resources to help you along the way.
We provide financial tools, Navigator publications, informational links and more helpful resources to help you along the way.
Services
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. Our seasoned staff specializes in providing unbiased, comprehensive financial advice, managing over $1 billion in assets.
We make sure we understand your complete financial picture before providing you with sound advice to address your needs and goals. We can assist you with Investment advice and management, Trusts (Revocable Living Trusts, Irrevocable Trusts, Charitable Trusts), Retirement plans and IRAs, and minimizing Estate and Income taxes.
We assist people from many walks of life, financial goals and circumstances. Forming long lasting relationships allows us to provide not only comprehensive financial advice, but also top quality service. Below are case studies that show the different goals our clients had and how we helped them reach their destinations.
Bloomberg provides influential decision makers a dynamic network of information, people and ideas. They provide financial data, news and analytics. Finance provides information such as stock quotes, stock exchange rates, corporate press releases and financial reports. It also offers some online tools for personal finance management.
Reviews (1)
Eric Selby
Oct 03, 2018
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