Monroe County's Locally Owned Bank

Investment Services

Nikki V. Baker-Lude is dedicated to providing experienced guidance on all aspects of wealth plan management. As your personal financial advocate, she is committed to helping you discover suitable, realistic opportunities as you pursue your financial goals -- and to providing clear, objective financial guidance to help you stay on course toward your vision of the future. “Through my relationship with Commonwealth Financial Services, my clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products.”

 

Disclosure
Securities offered through Securities America, Inc. Member FINRA/SIPC, Advisory Services offered through Arbor Point Advisors. Commonwealth Financial Services, Securities America and Arbor Point are separate entities.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: OH, WV, PA, AZ, CA, FL, IA, IN, KY, MI, NC, NY, OK, TX, UT.

Heritage Financial & Investment Services, LLC., Citizens National Bank and LPL Financial are unaffiliated entities.

 

www.finra.org / www.sipc.org

 
Heritage Financial Services

Nikki V. Baker-Lude

Main Office Address: 
117 N. Main St., Suite 305 Woodsfield, OH 43793

Bank Location: 
143 S. Main Street 
Woodsfield, OH 43793

Nikki V. Baker-Lude, CFP®, ChFC® 
Financial Advisor
Ph: 740-472-9161

Check the background of this investment professional on FINRA's BrokerCheck.

Products & Services

  • Mutual Funds
  • Annuities
  • College Planning & 529 Plans
  • Insurance
  • Financial Planning
  • Retirement Planning
  • Tax Advantaged Investments

To learn more about these and other products and services please contact Nikki at (740) 472-9161.

Not FDIC Insured