Community Financial Services Group LLC

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.

Peregrine Wealth Management of Raymond James in Richmond, VT offers comprehensive financial planning services with over three decades of experience, providing tailored solutions for business owners, women investors, retirees, families, individuals, and those experiencing sudden wealth. Their team of seasoned professionals, including Hans Asoera, Tracy LaPan, Mairin King, and Phil Sheridan, is dedicated to guiding clients towards financial well-being, allowing them to focus on their passions and purpose while navigating the complexities of wealth management.Generated from the website