Community Financial Services Group, LLC

Community Financial Services Group (GFSG) Logo

Community Financial Services Group (CFSG) is a Vermont-based trust company that provides local, personal service to clients in Vermont, New Hampshire and beyond.  In addition to the management of assets, trusts and estates, we help you plan for and accomplish that exciting, yet challenging, leap into retirement.  It can be the biggest financial milestone in your life and we want to help you make the most of it.  As you encounter forks in the road, we are there to advise you, updating your approach to retirement as your situation evolves throughout all life’s stages.

CFSG is an investment and financial services company that is owned by three community banks, Community National Bank, The National Bank of Middlebury and Woodsville Guaranty Savings Bank.

CFSG's website

CFSG Portal Login

Community Financial Services Group, LLC (CFSG) is the trust and investment management affiliate of Community National Bank. CFSG accounts are:

  • Not deposits or other obligations of the bank
  • Not guaranteed by the bank
  • Not insured by the FDIC; and
  • The investments are subject to risk, including the possible gain or loss of principal.

Insurance products sold through CFSG are

  • Not deposits
  • Not FDIC Insured
  • Not insured by any Federal Government Agency
  • Not guaranteed by the bank
  • May go down in value.

 

Call (802) 334-1677 or toll free at (877) 334-1677 to contact your local representative. They would be happy to meet with you at any Community National Bank office for unbiased, comprehensive advice.

Joseph (Joe) Preddy

Joseph (Joe) Preddy

CFP, President and Trust Officer

James Towne

James Towne

Trust Officer

Shellie Wright

Shellie Wright

Vice President and Trust Officer

Randall Saulnier

Randall Saulnier

Senior Vice President and Trust Officer

Joseph K. Jenkins

Joseph K. Jenkins

Assistant Vice President & Trust Officer

Asset and Investment Management

A CFSG representative will meet with you in person to discuss your goals, risk tolerance and overall needs. Portfolios are managed right here in Vermont.

Retirement Planning

As you near retirement, an exciting yet challenging time, CFSG can guide you through the forks in the road and will help update your approach as your situation evolves.

Trust & Estate Planning Administration

CFSG manages many trusts for beneficiaries and can also act as a trustee. They can help set up charitable trusts or other types of trusts to help achieve your estate planning goals, reduce potential estate taxes and meet current or future needs of family members. 

Retirement Plans for Businesses

CFSG offers many retirement plan options, including 401(k), 403(b) and Simple IRA plans for small businesses or for large companies. They can help you determine what best suits your situation and help maximize your tax savings. CFSG representatives are also available to educate your employees about retirement plan choices and can meet with them regularly to provide contribution and investment guidance.

A Community Financial Services Group representative would be happy to meet with you. Please fill out the form below and someone will get back to you to book a complimentary meeting.

Today's Date: August 13, 2022

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