Avidia Investment Services
We created Avidia Investment Services to help people plan for their financial futures. You can be a seasoned investor or just starting to build your portfolio. Our representatives comprehensive advice and range of products can fit just about anyone’s goals, timelines and risk tolerance.
Investment products and services
Our representatives work with LPL Financial to give you access to a broad range of financial products and services. Some popular choices include:
- Financial and estate planning
- Stocks and bonds
- Individual retirement accounts
- Tax advantaged investments
- Business retirement plans
- Mutual funds
- Retirement planning
- Annuities
- Education planning and 529 plans
- Insurance products
- Professional asset management
- Trust services The Private Trust Company N.A., an affiliate of LPL Financial
To learn more about these investment tools as well as other options, get in touch with one of our LPL Financial Advisors.
McDonald Team
Investment Services Officer
LPL Financial Advisor
VP. Investment Services
LPL Financial Advisor
CFP®, AIF®, MBA