Contact information Verified work emails, personal emails, and direct dials — unlocked in one click.
Work email
•••••@cfsgtrust.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••
Free to start · No credit card required
Current company Community Financial Services Group
Financial Services · 38 employees · Founded 2003 · Burlington, Vermont, United States
Community Financial Services Group (CFSG) provides personalized investment management, financial planning, and fiduciary trust services to individuals, families, businesses, and non-profits in New Hampshire, Vermont, and across the United States. With nearly 100 years of experience, we help clients make confident, long-term financial decisions through thoughtful advice, relationship-driven service, and independent, research-backed strategies.
As a fiduciary, CFSG is committed to acting solely in the best interests of our clients—offering unbiased guidance with no sales agendas or proprietary products. We manage over $1.5 billion in assets for clients in 40 states and four countries, delivering a unique blend of personalized attention and institutional strength.
Our Services Include:
Investment management
Retirement and income planning
Trust and estate administration
Wealth transfer and legacy planning
Charitable giving strategies
At CFSG, we prioritize clarity, continuity, and care in every client relationship. Whether planning for retirement, managing a trust, or navigating complex financial decisions, our experienced team is here to help you plan what’s next—with confidence.
Learn more at www.cfsgtrust.com
Community Financial Services Group, LLC (CFSG) is the trust and investment management affiliate of Community National Bank, and National Bank of Middlebury. CFSG is also the trust and investment non-affiliate for Peoples Trust Company of St. Albans. CFSG accounts are not obligations of, or guaranteed or insured by any bank or any depository institution, the FDIC, the Federal Reserve Board, or any government agency. Investments are subject to risk, including the possible gain or loss of principal.