Avidia Investment Services - McDonald Team

Avidia Investment Services - McDonald Team We work with clients in all aspects of their financial needs. Clients consist of both bank relations

Our team at Avidia Investment Services consists of Mary McDonald, SR Vice President, LPL Financial Advisor, Danielle Gaudette, Vice President, LPL Financial Advisor and Margaret (Meg) Deane, Client Relationship Manager. As a CFP®, AIF® professional, Mary has assisted clients in the pursuit of their financial freedom since 1996. Danielle has 13 years of experience in the finance industry, enabling

her to help people reach their full financial potential. For the last 19 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.

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There are billions in unclaimed dollars in the US. Is some of that yours?

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Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

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There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Learn how to maximize your Qualified Charitable Distributions!
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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Read this overview to learn how financial advisors are compensated.

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This short, informative article teaches the basics of the FIRE movement.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
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Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

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Address

Hudson, MA
01749

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19785673645

Website

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