Avidia Investment Services - McDonald Team

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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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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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