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Community Financial Services Group

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Financial Planning Consultants, Financial Planners, Financial Services

100 Main St Ste 260, Newport, VT 05855

802-334-1677

CLOSED NOW: 
Tomorrow: 8:00 am - 5:00 pm

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DETAILS
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

Phone: 802-334-5730

Fax: 802-334-5730

TollFree: 877-334-1677

Hours
Regular Hours
Mon - Fri:
Categories
Financial Planning Consultants, Financial Planners, Financial Services, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers, Wills, Trusts & Estate Planning Attorneys
Services/Products
Asset Management, Retirement Planning, Trusts & Estates, Retirement Plans For Businesses
AKA

Community Financial Services Group LLC

Community Financial Svc Group

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Data provided by one or more of the following: Thryv, Data Axle, Yext.