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Investments and Insurance


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A fundamental principal of preparing for your financial future is to keep things simple but have a plan.  


All of us have unique financial needs and goals. The financial professionals from LPL Financial located at Northway Bank can tailor financial strategies and solutions designed to meet your specific needs. Through our relationship with LPL Financial, you can get investment products and advice at your neighborhood Northway Bank. But please bear in mind: Investment products aren't FDIC insured and could go down in value.

INVESTMENTS

Mutual funds, Exchange Traded Funds (ETFs), stocks, bonds - get sensible recommendations that balance your potential for reward with your tolerance for risk.

INSURANCE AND ANNUITIES

Life, disability, and business insurance, as well as tax-advantaged annuities for retirement income can provide certainty or protection.

RETIREMENT PLANNING

Whether you're just starting out or already kicking back, LPL Financial located at Northway Bank can help keep your retirement plans on track.

COLLEGE PLANNING

Turn your college dream into a reality. Having a plan can make a real difference when it comes time to pay for college.

QUALIFIED RETIREMENT PLANS

Cut through the confusion and set up a tax-advantaged plan that won't be an administrative headache.

Meet the investment team 

Contact information and locations for the financial professionals from LPL Financial located at Northway Bank. 



Investments

Though college and retirement often serve as the core of many financial plans, your needs and investment strategy can change throughout life to accommodate a number of other goals. Whatever those goals might be, the financial professionals from LPL Financial located at Northway Bank can recommend prudent investments to achieve them, and make sure you understand how those investments work and why they make sense for you.


 
































Insurance and Annuities

The financial professionals from LPL Financial located at Northway Bank, offer insurance products as well as investments. Finding out if these products are right for you couldn't be more convenient. Look into annuities for tax-advantaged retirement income and insurance for financial protection and confidence.
  • Life insurance (term, permanent, and universal)
  • Fixed annuities
  • Variable annuities
  • Disability income
  • Business insurance
  • Key person insurance
































Retirement Planning

Concerned if you're on track for retirement? Worried your savings won't last? Wondering how much risk you should be assuming? Whatever questions you have about retirement, you can get answers from the financial professionals from LPL Financial located at Northway Bank.
  • Rollover IRAs to simplify portfolio management
  • Traditional IRAs*
  • Roth IRAs*
  • Annuities for retirement income that never runs out
*We do not provide tax advice. Consult your tax advisor.
 
































College Planning

Tune out the noise. Despite gloomy media reports about the cost of higher education, it's not impossible to pay for college - or at least enough of it so your kids don't graduate with decades of debt. An LPL Financial professional can estimate how much you'll need to save and recommend tax-advantaged ways to ease the burden.*
  • 529 college savings plans
  • Coverdell ESAs (Education Savings Account)
  • UTMA accounts (Uniform Transfers to Minors Act)
*We do not provide tax advice. Consult your tax advisor.
 
































Qualified Retirement Plans

If you're self-employed or run a small business, saving for retirement is trickier than simply signing up for the company plan. After all, you're the company, so you have to figure out what the plan should be. LPL Financial located at Northway Bank can help you make sense of your options and choose the plan that's right for you.
  • 401(k) plans
  • Savings Investment Match Plans for Employees (SIMPLE IRAs)
  • Simplified Employee Pension Plan (SEP IRAs)
  • Traditional IRAs
  • Roth IRAs
 






























 

Contact LPL Financial located at Northway Bank

 


Joseph C. Dudek, CRC®, MBA
Financial Advisor, LPL Financial 
400 South Main Street
Laconia, NH 03246
Phone: 603-342-1465
Fax: 603-342-1442
joe.dudek@LPL.com
LPL Customer Service: 800-877-7210


James Gonyer
Registered Representative, LPL Financial 
9 Main Street
Berlin, NH 03570
Phone: 603-326-7373
Fax: 603-326-1013
LPL Customer Service: 800-877-7210






























 

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. Northway Bank is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name LPL Financial located at Northway Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Northway Bank. The Northway Bank site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, MA, ME, NH, NY and VT. Securities and insurance offered through LPL or its affiliates are:

Disclaimer
Not Insured by FDIC or
Any Other Government Agency
Not Bank
Guaranteed 
Not Bank Deposits
or Obligations
May Lose
Value