Community Financial Services Group

At Community Financial Services Group, LLC (CFSG), we're dedicated to providing unbiased, comprehensive financial advice to individuals, businesses, and non-profits in Vermont, New Hampshire, and beyond. Our team of experienced professionals has been guiding generations through the twists and turns of the financial world, helping them navigate the complexities of wealth management and achieve their goals.

Our Mission & Values

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. We believe in offering unbiased, comprehensive advice, taking the time to get to know our clients and understand their unique financial situations and goals. Our seasoned staff specializes in providing personalized, local service, managing over $1 billion in assets.

Our Services

We offer a range of services to help our clients achieve their financial objectives. Our expertise includes asset management, retirement planning, investment management, and more. Whether you're a retiree, business owner, non-profit, or professional, we have the knowledge and tools to help you meet your goals. Our services are designed to provide you with the guidance and support you need to make informed financial decisions.

Investment Approach

Our investment approach is grounded in a "bottom-up, " value-oriented process. We combine quantitative analysis with comprehensive research to identify high-quality investment opportunities. Our equity investment approach involves screening candidates based on criteria such as price relative to earnings growth, price relative to book value, and strong financials. We also consider fixed income portfolios, using individual certificates of deposit, government and agency bonds, and corporate bond exposures to diversify risk.

Tools & Resources

We provide our clients with a range of financial tools, publications, and informational links to help them navigate the complex world of finance. From investment guides to retirement planning resources, we're committed to empowering our clients with the knowledge and insights they need to take control of their financial lives.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. With a deep understanding of the financial markets and a commitment to personalized service, we're dedicated to helping our clients achieve their financial goals.