Community Financial Services Group - Newport, Vermont

Community Financial Services Group Overview

Community Financial Services Group, located at 100 Main St # 260, Newport, VT 05855, is a reputable financial planning firm that specializes in helping individuals and families manage their finances effectively. With a phone number of 8023341677 and a website at cfsgtrust.com, the company strives to provide personalized financial solutions to meet the unique needs of each client.

Some of the key features and services offered by Community Financial Services Group include:
- Financial planning
- Trust management
- Investment advice
- Retirement planning

The firm is committed to making financial planning accessible to everyone, regardless of their financial situation. They work closely with clients to develop comprehensive financial strategies that help them achieve their short-term and long-term goals. One notable aspect of Community Financial Services Group is their dedication to providing a wheelchair-accessible environment, with features such as accessible entrance, parking lot, and restrooms.

Shellie Wright, a prominent member of the team, has been praised for her professionalism, expertise, and patient guidance in helping clients navigate their financial challenges. Many clients have expressed their satisfaction with the company's services, with one reviewer stating, "I cannot describe how wonderful, professional, and helpful Shellie Wright is." The firm's commitment to exceptional service and personalized attention has earned it a 5/5 average rating on Google My Business.

Why Choose Community Financial Services Group

Personalized Financial Planning

At Community Financial Services Group, each client receives personalized attention and tailored financial solutions. The team works closely with clients to understand their unique financial situations, goals, and concerns, allowing them to create customized plans that effectively address their needs.

Expertise and Experience

With years of experience in the financial industry, the professionals at Community Financial Services Group have the knowledge and skills necessary to help clients make informed decisions about their finances. They stay up-to-date with the latest trends and developments in the field, ensuring that their clients receive the most current and reliable advice.

Commitment to Accessibility

Community Financial Services Group is dedicated to providing a welcoming and accessible environment for all clients. The firm's wheelchair-accessible entrance, parking lot, and restroom facilities demonstrate their commitment to ensuring that everyone can access their financial planning services without barriers.

Strong Client Relationships

The team at Community Financial Services Group places a strong emphasis on building long-lasting relationships with their clients. They take the time to get to know each client on a personal level, fostering trust and understanding. This personalized approach helps clients feel confident in their financial plans and secure in their financial futures.

👍 Reviews of Community Financial Services Group

Eric S.

5/5

My parents left my sister and me with a trust fund, the earnings of which we will have until we die when the funds go to my parents' grandchildren. I cannot describe how wonderful, professional and helpful Shellie Wright is, no matter what stupid question I ask (I ask many).