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 ensuring your resources last through retirement. Our personalized approach meets you where you are – and grows 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 ensure 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.
OUR TEAM
Financial Advisors
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