Through LPL Financial, the advisors with Univest Investment Services can direct you into any number of investment and financial planning options in Central Massachusetts to help give your investments the right balance. We help you select an investment vehicle or mix of products that aim to help 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
Through LPL Financial, the advisors with Univest Investment Services 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 that are consistent with your goals and objectives.
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 that are consistent with your goals and objectives.
We aim to make understanding 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 independence.
Meet our LPL Financial Advisors
John Lyons, CFP®
Matthew Sexton, CHFC®, CLU®
Important Information
UniVest Investment Services: UniBank ("The Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay The Financial Institution for these referrals. This creates an incentive for The Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed 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:
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.