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Bear/Pelland Associates

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ALDA Advisors, Inc

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David L. Pelland, CFP

Lawrence W. Pelland, CFP

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Bear/Pelland Associates is an employee benefits brokerage and consulting firm meeting the needs of small to medium sized companies. 

ALDA Advisors, Inc. is a personal financial advisory firm serving high net worth investors. 

 


In an industry often brushed aside as a commodity, Bear/Pelland Associates & ALDA Advisors, Inc. add value.  Our fundamental approach is based on helping you reach your goals.  Only after we have helped you to identify those goals do we attempt to offer solutions.  Whether you are looking for a carefully designed Employee Benefits package, a Retirement Plan, or  a Personal Financial Plan we listen, we educate, we add value.  We help you make smart decisions about your money.  

               


 


Fee-Based Planning offered through ALDA Advisors, Inc. a State Registered Investment Advisor
Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor
 ALDA
Advisors, Inc., its affiliates, and RPAG are separate entities from ValMark Securities, Inc. and ValMark Advisors, Inc.
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC
 
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