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Our History

Avidia Investment Services is available to both existing clients of Avidia Bank as well as clients or members of other banks or credit unions. Avidia Bank contracted with LPL financial in 2007 to add value to our clients by offering access to a one-stop shop to address a broad suite of the investor’s needs, including cash and debt management along with retirement planning, education planning, protection planning and generational transfer of assets. The support offered from LPL Financial, the nation’s largest independent broker dealer, teamed with the relationship to Avidia Bank, a $1.5 billion community financial institution, allows us as independents the ability to be objective in our investment services and products recommended. Our goal is to recommend only options that are most appropriate for each individual clients situation.