Mascoma Financial Advisors
At Mascoma Financial Advisors, we work with clients in an advice-based model that is rooted in financial planning and focused on our clients’ long-term goals.
We’re here to help you turn financial goals into actionable plans, whether you’re growing your career, planning for the future, or organizing your resources to last through retirement. Our personalized approach meets you where you are – and works toward growing with you. With access to a full spectrum of investment and insurance solutions, our experienced advisors provide clear, thoughtful guidance to help you make informed decisions with confidence. We’re here to simplify the complex, support your progress, and help you feel equipped for whatever comes next.
A financial professional can help you develop an investment strategy that’s right for you and provide insight on how to plan for many of life’s major events.
- Fund your retirement
- Prepare for educational needs
- 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
OUR TEAM
Mascoma Financial Advisors
Securities 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 its licensed affiliates. Mascoma Bank and Mascoma Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mascoma Financial Advisors, and may also be employees of Mascoma Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mascoma Bank or Mascoma Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Mascoma Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.