Investment Services for Individuals

Our Investment Services Department was created to help you plan for your financial future. We offer a complete range of financial planning, investment and trust services that provide you with advice you can trust.

Avidia Bank works with LPL Financial to give you access to a broad range of financial products and services. (LPL Financial is a registered broker/dealer and a FINRA member firm.)

As a result, you have access to a wide array of financial products, including services such as:

• Stocks & Bonds
• Individual Retirement Accounts
• Tax Advantaged Investments
• Business Retirement Plans
• Mutual Funds
• Retirement Planning
• Annuities
• Education Planning & 529 Plans
• Insurance Products
• Professional Asset Management
• Financial & Estate Planning

If you already have an account with LPL Financial via Avidia Bank, click here to access your account.

Disclosure statement

Financial Advisors are registered representatives with and securities, investment advisor services, and insurance products are are offered through LPL Financial and its affiliates, Member FINRA/SIPC and a SEC registered investment advisor. Avidia Bank is not a registered broker/dealer.

This site is designated for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Investments are not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of Avidia Bank.