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 offer solutions that range from investment options to insurance. Our advisors are salaried rather than compensated through commissions, which allows us to truly put our clients first. The team at MFA also works closely with both Mascoma Wealth Management and Mascoma Private Banking to give our clients the best and most comprehensive experience.
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
- 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.
OUR TEAM
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