Community Financial Services Group

More Info

General Info

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 $500 million in assets. We listen and take the time to get to know you so we can completely understand your financial situation and goals. We believe in offering unbiased, comprehensive advice to our clients. 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.

Extra Phones

Fax: (802) 334-5730

TollFree: (877) 334-1677

Services/Products

Asset Management, Retirement Planning, Trusts & Estates, Retirement Plans For Businesses

AKA

Community Financial Services Group LLC

Community Financial Svc Group

Other Links

http://cfsgtrust.com

https://cfsgtrust.com/who-we-are

Categories

Financial Planning Consultants, Financial Planners, Financial Services, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers, Wills, Trusts & Estate Planning Attorneys

Reviews

Details

Phone: (802) 334-1677

Address: 100 Main St Ste 260, Newport, VT 05855

Website: http://cfsgtrust.com