Community Financial Services Group
Community Financial Services Group (CFSG) offers investment, brokerage, trust, life insurance and long-term care insurance services. CFSG is jointly owned by Community National Bank, Woodsville Guaranty Savings Bank and Middlebury National Bank. CFSG has 15 employees. The group’s roots date back to 1926, when National Bank of Derby Line began providing trust services.
What sets your business apart from your competition? CFSG provides unbiased, comprehensive financial advice through its asset management service.
What is new about your business? Recently CFSG’s financial assets under management surpassed $400,000,000. Assets under management have more than doubled during the last four years.
What would you like your business to be noted for? Helping people achieve their financial goals.
How do you make your customer service memorable? We make sure we completely understand a client’s financial situation, goals and risk temperament before we provide investment advice. Then we regularly follow up and adjust financial strategies as client needs and circumstances change.
How did you get into this particular line of work? Completing college I moved from Lincoln, NH to Boston, MA to work at State Street Corporation. After 22 years of fixed income trading and institutional sales I decided to pursue an opportunity at CFSG to help small business and individuals.
Describe your products and who you think they would appeal to: CFSG provides investment advice to individuals ranging from new investors with just a few thousand dollars to family relationships worth tens of millions of dollars. We also provide life insurance, long-term care insurance, IRAs and employee benefit plan investment management.
100 Main Street, Suite 260 (Hebard Building), Newport, Vermont 334-1677 or 877-334-1677