Our Investment Services Department was created to help you plan for your financial future. We offer access to a complete range of financial planning and investment 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 Representatives also offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. (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
Education Planning & 529 Plans
Professional Asset Management
Financial & Estate Planning
To learn more about these and other investment tools, contact one of our LPL-registered Financial Consultants:
If you already have an account with LPL Financial via Avidia Bank, access your account here.
BrokerCheck is a free tool to research the background and experience of financial brokers, advisors and firms. Access BrokerCheck.
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.
|No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by any Federal Government Agency||Not Insured by any Federal Government Agency|
Avidia Bank and Avidia Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.