Financial Advisors - Mascoma Bank

Financial Advisors

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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.
  • 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