Our team at Avidia Investment Services consists of Mary McDonald, Senior Vice President, LPL Financial Advisor, Danielle Gaudette, Vice President, LPL Financial Advisor, Margaret (Meg) Deane, Client Relationship Manager, and Kelly Black, Financial Assistant. As a CFP® professional, Mary has assisted clients in the pursuit of their financial freedom since 1996. Danielle has over 10 years of experience in the finance industry, enabling her to help people reach their full financial potential. For the last 17 years, Meg has worked in the Investment Department providing exceptional client service along with administrative support for the department.
Doing business as LPL Financial Advisors with Avidia Investment Services, our focus is to build lasting client relationships and assist in designing customized strategies for each client’s personal, financial objectives. Our practice focuses on advising individuals, business owners, divorcees, widowed, executives and families to help them develop and update their financial plans. We have experience addressing complex plans for disabled dependents and providing guidance for seniors through the estate planning process. We address our clients’ needs by utilizing our knowledge and experience, which enables us to develop a customized plan tailored for each individual. We strive to gain the trust of our client and nurture each relationship based on their individual needs. Some of the areas we focus on include, financial planning, estate planning strategies, retirement planning and providing second opinion portfolio reviews. We will partner with you to help you create a financially sound and secure lifestyle.
Company Details
- Employees
- 3
- Address
- 17 Pope St, Hudson,massachusetts 01749,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- | LinkedIn.
- HQ
- Hudson, Massachusetts
Avidia Investment Services Questions
Avidia Investment Services's website is http://www.avidiainvestmentservicesmm.com
Avidia Investment Services's LinkedIn profile is https://www.linkedin.com/company/avidiainvestmentservices
Avidia Investment Services has
3 employees.
View email and phone details for 3
employees at Avidia Investment Services.
Avidia Investment Services's industry is
Financial Services
Avidia Investment Services's top competitors are
Project Stem,
Latino Leadership Northwest,
Revel Private Wealth,
Acceso Colombia,
Denver Wealth Management, Inc.,
Project-Stem,
Continuity Private Wealth,
Open Source For Equality,
Extensio,
School The World.
Avidia Investment Services's categories are Financial Services
