TOP 10 Financial products in Lexington, Massachusetts

Jeremy Moss - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 450 Lexington Street, Newton, Massachusetts, United States, offers a wide range of financial services. Jeremy Moss holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and real-world applications, Jeremy Moss provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, insurance products, or retirement income strategies, Jeremy Moss can provide you with the knowledge and tools needed to achieve your financial goals. Contact Jeremy Moss today to schedule a consultation and start planning for your financial future.

Merrill Edge is a finance institution located at 1761 Massachusetts Avenue in Lexington, Massachusetts, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. Our advisors can help you pursue your goals and plan for what matters most to you, meeting with you in the way that works best. We offer a broad range of brokerage, investment advisory, and other services to help you achieve your financial goals. Please note that investing in securities involves risks, and there is always the potential of losing money. For more information about our services and privacy practices, please review our Online Privacy Notice and FAQs. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Additional information is available in our Client Relationship Summary.

Jennifer Votano is a reputable financial institution located at 1776 Massachusetts Avenue in Lexington, Massachusetts. With a strong commitment to providing top-notch financial services to its clients, Jennifer Votano offers a wide range of financial products and solutions tailored to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Jennifer Votano is dedicated to helping you achieve your financial goals. Trust Jennifer Votano for all your financial needs and experience exceptional service and expertise in the heart of Lexington.

Otis Brown Insurance Agency, Inc. is a division of Salem Five Insurance Services, located at 1666 Massachusetts Avenue in Lexington, Massachusetts. As a locally-born, regionally inspired, and globally minded insurance agency, we have access to a wide range of insurance carriers and a team of experts who can tailor protection to suit your individual needs. Whether you require coverage for your business or your family, we are dedicated to working hard for you. With eleven offices across eastern Massachusetts, we offer competitive prices for both personal and business insurance. Insurance products are offered through Salem Five Insurance Services, LLC, and are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency.

Larson Insurance is a trusted insurance agency located at 109 Massachusetts Avenue in Lexington, Massachusetts, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in a wide range of insurance products, Larson Insurance strives to help individuals and businesses protect what matters most. Contact us today to learn more about our comprehensive insurance offerings and how we can help safeguard your assets and provide peace of mind.

Salem Five Insurance Services, LLC is an insurance agency located at 1666 Massachusetts Avenue in Lexington, Massachusetts, United States. As a locally-born and regionally inspired institution, we are globally minded and dedicated to providing customized protection for your unique needs. With access to a wide range of insurance carriers and a team of experts, we work hard to ensure the best coverage for your business or family. With eleven offices throughout eastern Massachusetts, we offer comprehensive protection at competitive prices for personal and business insurance. Please note that insurance products offered through Salem Five Insurance Services, LLC are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency.

Welcome to Santander Bank Branch, your trusted financial partner conveniently located at 1822 Massachusetts Avenue, Lexington, Massachusetts. Our branch is committed to providing personalized banking services to meet the diverse financial needs of our community. Whether you are looking to open a checking or savings account, apply for a mortgage, or seek expert financial advice, our friendly and knowledgeable staff are here to assist you every step of the way. At Santander, we pride ourselves on delivering exceptional customer service and a wide range of financial products designed to help you achieve your financial goals. Visit us today and experience banking that puts you first.

Welcome to the Citizens Bank ATM located at 36 Bedford Street, Lexington, Massachusetts 02173. Our ATM provides convenient financial solutions tailored to your life stage and future aspirations. Whether you're preparing for college or looking to manage your home equity, we offer innovative services like Citizens FastLine® for a quick and easy Home Equity Line of Credit with no impact on your credit score. Turn everyday purchases into savings with our Round Ups‡ feature, which rounds up debit card purchases to the nearest dollar, helping you reach your savings goals faster. Our digital banking options allow you to manage your finances on the go, including mobile check deposits and much more.

Welcome to Chase Bank, located at 1111 Lexington Street, Waltham, Massachusetts 02452. As a leading provider of financial services, we are committed to helping you achieve your financial goals. Our Waltham branch offers a comprehensive suite of services including ATMs, personal and business banking solutions, and expert financial guidance. At Chase, we understand the unique needs of businesses. Through our Business Banking services, you will receive personalized support from a team of professionals dedicated to enhancing cash flow, offering credit solutions, and managing payroll efficiently. We also provide tailored online and mobile services, business credit cards, and payment acceptance solutions to meet your business demands.

Welcome to the Chase ATM located at 1111 Lexington Street, Waltham, Massachusetts 02452, United States. As a trusted financial service provider, we are dedicated to meeting your banking needs with convenience and reliability. At this Chase ATM, you can access a variety of financial services to manage your personal and business finances efficiently. Whether you need to withdraw cash, check your balance, or perform other routine banking transactions, our ATM is available to serve you 24/7.

Welcome to Douglass Funeral Home, a pillar of support and compassion for families in Lexington and the greater Boston area since 1876. Located at 51 Worthen Road, Lexington, Massachusetts, our family-owned establishment has served the community for six generations, offering a blend of traditional values and modern amenities. At Douglass Funeral Home, we understand the importance of honoring your loved ones with dignity and respect. Our compassionate, licensed staff is available 24/7 to assist you in planning a personalized funeral, graveside, or memorial service that truly reflects the life and legacy of your loved one. We also offer pre-planning arrangements and consultations to ease the burden on your family in the future.

Welcome to Citizens Bank ATM, conveniently located at 324 Marrett Road, inside Cumberland Farms, Lexington, Massachusetts. As part of a trusted financial institution, we are dedicated to keeping your finances in check with solutions tailored for every stage of life and beyond. Whether you’re preparing for college, looking to maximize your earning potential, or planning for the future, Citizens Bank offers a wide range of financial products and services to meet your needs. Explore our innovative features like Citizens FastLine®, a quick and easy way to secure a Home Equity Line of Credit without impacting your credit score. Turn your everyday purchases into savings with our Round Ups‡ program, which rounds up your debit card transactions to the nearest dollar and transfers the difference to your savings account.

Welcome to Chase ATM located at 130 Lexington Street, Waltham, Massachusetts 02452. As a part of the JPMorgan Chase & Co. family, we offer a range of financial services designed to meet your personal and business needs. Our ATM provides convenient access to your accounts, allowing you to manage your finances efficiently. For businesses, we offer specialized guidance to enhance cash flow, credit solutions, and payroll management. Explore our online and mobile services, business credit cards, and payment acceptance solutions specifically tailored for business growth.

Welcome to AssuredNext Insurance, your trusted partner in securing a brighter future. Conveniently located at 33 Bedford Street, Lexington, Massachusetts, we are proud to serve the insurance needs of our local community with integrity and dedication. As a leading insurance agency, we specialize in providing personalized solutions that cater to the unique requirements of individuals, families, and businesses. At AssuredNext Insurance, we understand that peace of mind is invaluable. Our team of experienced professionals is committed to helping you navigate the complex world of insurance, offering expert guidance and support every step of the way. Whether you are looking for auto, home, life, health, or business insurance, we have a wide range of products from top-rated carriers to ensure you receive the best coverage at competitive rates.

Welcome to Fessenden & Sykes Insurance, your trusted partner in safeguarding what matters most. Located conveniently at 74 Bedford Street, Lexington, Massachusetts, we are a premier insurance agency dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. With a commitment to excellence and a focus on personalized service, our experienced team is here to guide you through the complexities of insurance, ensuring peace of mind for you and your loved ones. At Fessenden & Sykes Insurance, we offer a wide range of insurance products, including home, auto, life, and business insurance, designed to protect you from life's uncertainties. Our knowledgeable agents take the time to understand your specific requirements, offering expert advice and customized policies that deliver the best coverage at competitive rates.

Welcome to NEFI Insurance, your trusted partner in navigating the complexities of insurance with ease and confidence. Conveniently located at 283 Bedford Street, Lexington, Massachusetts, NEFI Insurance is dedicated to providing exceptional service and comprehensive insurance solutions tailored to meet your unique needs. As a leading insurance agency, we specialize in a wide range of insurance products, including auto, home, life, and business insurance. Our experienced team of professionals is committed to understanding your specific requirements and offering personalized advice to ensure you receive the right coverage at a competitive price.

Welcome to Helen Hellstrom - Personal Insurance Producer at WTPhelan, your trusted partner in safeguarding what matters most. Conveniently located at 74 Bedford Street, Lexington, Massachusetts, our agency is dedicated to providing personalized insurance solutions tailored to meet your unique needs. With a deep commitment to exceptional service, Helen Hellstrom specializes in a wide range of insurance products, ensuring comprehensive coverage for individuals and families. Whether you're seeking home, auto, life, or specialty insurance, Helen's expertise and personalized approach will guide you every step of the way. At WTPhelan, we prioritize your peace of mind, offering reliable protection and unparalleled support. Visit us today and discover the difference of working with a local insurance expert who truly cares about your future.

Welcome to Citizens, your trusted partner in banking and financial services, conveniently located at 140 Lexington Street in Burlington, Massachusetts. As a leading provider in the community, we are dedicated to offering a comprehensive range of banking solutions to meet your personal and business financial needs. Whether you're looking to access our state-of-the-art ATM services, open a new account, or explore financial products tailored to your goals, our friendly and professional team is here to assist you every step of the way. At Citizens, we prioritize your financial well-being, providing secure, efficient, and personalized service. Visit us today and experience the difference of banking with a community-focused institution.

Welcome to TD Bank in Lexington, MA Located at 419 Lowell Street, Lexington, Massachusetts, TD Bank is your local destination for comprehensive banking and financial services. Whether you're looking for an ATM, banking solutions, or financial advice, we are here to meet your needs with a personal touch.