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John V. Lyons, Financial Planner & Certified Financial Planner


John V. Lyons, CFP®

John Lyons has been at UniBank since 2000, and has been a financial advisor for that same period of time in Central Massachusetts.  He started in the banking industry in 1989, and has been working with Central Massachusetts clients on retirement and investment planning since 1992. He holds an Undergraduate Degree from St. Bonaventure University and Master’s Degree from Framingham State University.  John has been living in Blackstone Valley, MA since 1989.

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.

As a Certified Financial Planner, 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.

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® professionals.

Insist Upon Using A CERTIFIED FINANCIAL PLANNER™ Professional to Plan Your Financial Future. Contact John V. Lyons at 508-849-4242, or by Email today!

 

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Important Information

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UniBank and UniVest Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UniVest Investment Services, and may also be employees of UniBank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UniBank. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any
Other Government Agency 

Not Bank
Guaranteed

Not Bank Deposits
or Obligations

May Lose Value