Community Financial Services Group Revenue
Financial Services • 
Burlington, Vermont, United States • 21-50 Employees
Community Financial Services Group revenue & valuation
| Annual revenue | $2,652,205 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,500,000 |
| Total funding | No funding |
Key Contact at Community Financial Services Group
Kimberly Arms
Fiduciary Tax Officer, IT Officer & Senior Vice President
Company overview
| Headquarters | 346 Shelburne Road, Suite 401, Burlington, VT 05401, US |
| Phone number | +18773341677 |
| Website | |
| NAICS | 52 |
| SIC | 615 |
| Keywords | Trust Administration, Wealth Management, Income Planning, Asset Management, Portfolio Management, Insurance, Financial Planning, Charitable Giving Strategies, Retirement Solutions, Tax Efficient Strategies, Estate Considerations |
| Founded | 2003 |
| Employees | 21-50 |
Community Financial Services Group Email Formats
Community Financial Services Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cfsgtrust.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cfsgtrust.com | 75% |
{first name}{last name} | johndoe@cfsgtrust.com | 25% |
About Community Financial Services Group
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Community Financial Services Group has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Community Financial Services Group has never raised funding before.
Community Financial Services Group Tech Stack
Discover the technologies and tools that power Community Financial Services Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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