Financial Planning Services

Insist Upon Using A CERTIFIED FINANCIAL PLANNER™ Professional
To Plan Your Financial Future

John Lyons, CFP® is UniVest Financial Services’ Certified Financial Planner™ Professional.

The Certified Financial Planner Board of Standards, Inc., is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP Board establishes and enforces education, examination, experience and ethics requirements for CFP® certificants.

As a CFP®, you can be assured that:

• John will present you with relevant information to help you get the “big picture” on all of your financial options.
• John will stay up to date on the latest investment products and services so you can take advantage of the latest trends.
• John follows a strict Code of Ethics and Professional Responsibility so you can trust that he is looking out for your best interests.
• John passed a 2-day, 10 hour CFP® Board approved examination, which shows he has the information and answers you need.

John has been providing financial planning services since 1992; let his experience work for you!

More Information About John Lyons, CFP®

When you meet with John, his first priority is to listen to you to understand your financial goals, such as retirement, college education for your children, a second home, etc. Once he has these facts, John will chart out a financial investment program that makes sense for you and your budget.

Unlike some financial advisors who handle only one or two products, John can direct you into any number of options and products to give your investment the right balance. A careful investment in any combination of these products can give your portfolio the flexibility and scope to weather the ups and downs of the economy:

• Mutual Funds
• Tax Deferred Annuities
• Stocks and Bonds
• Life Insurance
• Long Term Healthcare
• College Savings Accounts
• Retirement Accounts: Including business retirement plans and IRAs
• Trust Services

To find out more about financial planning services, please contact our Certified Financial Planner (CFP®):

John V. Lyons, Investment Executive, 508-234-8112 Ext. 1009, or Email.

Important Information

This website is for informational purposes and nothing on this website constitutes an offer to purchase or sell securities.

For more information about a particular non-deposit investment product, ask for a prospectus. Please read it carefully prior to investing.

Investment products are offered through Infinex Investments, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. UniVest Financial Services is a trade name of UniBank. Infinex and UniVest are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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