With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever.
- 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.