Investment Services

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

  • Mutual Funds

  • Retirement Planning

  • Annuities

  • Education Planning & 529 Plans

  • Insurance Products

  • Professional Asset Management

  • Financial & Estate Planning

To learn more about these and other investment tools, contact one of our LPL-registered Financial Consultants:

Edward Stearns

Mary McDonald

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.

Disclosure Statement

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. The Avidia Investment Services site is designed for US residents only. The services offered within this site are offered exclusively through our US registered representatives. 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, and WI. 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