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

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.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

No Bank Guarantee May Lose Value
Not a Deposit Not Insured by any Federal Government Agency

Avidia Bank is not a registered broker/dealer and is not affiliated with LPL Financial.