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 comprehensive advice and range of products can fit just about anyone’s goals, timelines and risk tolerance.
Investment products and services
We 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
- 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.
To research financial brokers, advisors and firms, we recommend using BrokerCheck.
Security and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or it’s licensed affiliates. Avidia Bank and Avidia Bank Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Avidia Bank Investment Services, and may also be employees of Avidia Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Avidia Bank or Avidia Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not insured by FDIC or any other federal government agency||Not bank guaranteed||Not bank deposits or obligations||May lose value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA, VT and WI.