Whether your financial affairs are simple or complex, we can help you develop an investment strategy that’s right for you.
A financial professional can help you develop an investment strategy that’s right for you and can provide insight on how to plan for many of life’s major events.
- Fund your retirement. Purchase a quality education. The cost of college tuition continues to rise.
- Develop a realistic investment plan.
- Preserve current and future assets.
With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever.Call 603-443-8669
Why choose Mascoma Financial Advisors?
- Mascoma Financial Advisors focus on the members of our community and their unique needs. Where other firms may put revenues first, our goal is your success.
- Working with Mascoma Financial Advisors may help you avoid costly mistakes, manage risk, save time, and improve your investment results.
- Our Financial Advisors have years of experience and work side by side with industry leader LPL Financial, the nation’s number one independent broker/dealer as reported by Financial Planning Magazine, 1996-2012 based on total revenue.
- Salaried advisors and managers on our team avoid the conflict of commissioned sales and hidden fees. The preservation and growth of our client’s wealth is our only goal.
- Responsiveness and in-person conversations are our priority. We answer our phones and meet whenever and wherever it is convenient for you.
- 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. View Your LPL Accounts
- Check the background of this firm on FINRA’s BrokerCheck
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.
Not FDIC Insured • No Bank Guarantee • May Lose Value
Not a Deposit • Not Insured By Any Federal Government Agency
Mascoma Bank and Mascoma Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, MA, MD, ME, NC, NH, NY, OH, PA, SC, TX, VA, VT, WI, AZ, CO, SD, TN, WV, GA