Financial and Investment Planning
UniVest Investment Services offered through LPL Financial, can direct you into any number of investment and financial planning options in Central Massachusetts to give your investments the right balance. We help you select the right investment vehicle or mix of products that will maximize the benefits of your plan including:
- Retirement Planning: Including business retirement plans and IRAs
- Mutual Funds
- Tax Deferred Annuities
- Stocks and Bonds
- Life Insurance
- Long Term Healthcare
- College Savings Accounts
John Lyons, CFP® of UniVest Investment Services offered through LPL Financial can help you learn about all these options — quickly and easily. We will also provide you with the information, projections, trends and opportunities that will help you make those important decisions. Working with you, we will help put together a reasonable plan that can provide the financial confidence you need while being mindful of your tolerance for risk.
We are here to help you. There is no hard sell. No pressure. Our only goal is to create a strategy and package of investment products that deliver the results you want.
We make investing as simple, convenient and pleasant as possible. Our commitment to the communities we serve and dedication to quality service is reflected in every step of the investment process. We look forward to helping you create the plan for your financial security.
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
Not Bank Deposits
May Lose Value