Check out Guided Wealth Portfolios (GWP) - located on the Tool tab above, a new online platform to help you invest for your retirement. Our team would like to extend a special thank you to Josh Nasiatka of Avidia Bank for allowing us to utilize his beautiful pictures of the towns we all live in and work in.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.
Our mission is to assist clients with achieving their financial goals customized to their needs. We recognize that in order to achieve success we must work with the client to both develop and strengthen their emotional, physical and financial well-being. As we get to know you and your hopes, dreams and fears we work toward financial independence through planning.
Our team at Avidia Investment Services consists of Mary McDonald, Vice President LPL Financial Advisor, Danielle Gaudette, LPL Financial Advisor, Investment Services Officer and Margaret (Meg) Deane, Executive Financial Assistant. As a CFP(R) and AIF(R) professional, Mary has assisted clients in the pursuit of their financial freedom since 1996.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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