John Lyons, LPL Financial Advisor
John V. Lyons, CFP®
John Lyons has been at UniVest Investment Services since 2000, and has been a financial advisor for that same period of time in Central Massachusetts. He has been working with Central Massachusetts clients on retirement and investment planning since 1992.
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.
- Stay up to date on the latest investment products and services so you can take advantage of the latest trends.
- Follow a strict Code of Ethics and Professional Responsibility so you can be confident that he is looking out for your best interests.
Contact John V. Lyons at 508-849-4242, or by Email today!
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:
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Not Insured by FDIC or Any |
Not Bank |
Not Bank Deposits |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.