TOP 30 Financial services company in Lexington, Massachusetts

29 results found

Bickling Financial Services, located at 35 Bedford Street in Lexington, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first individuals to earn the CERTIFIED FINANCIAL PLANNER® designation, Bickling Financial Services is dedicated to helping clients achieve financial independence. Specializing in assisting clients with both short-term and long-term financial goals, Bickling Financial Services utilizes advanced software tools to optimize retirement income and ensure that spending reflects personal priorities. From planning for education costs to managing company 401k programs, their team of experts is committed to simplifying complex financial matters for their clients.

Bickling Financial Services, located at 200 Broadway in Lynnfield, Massachusetts, is a renowned finance institution with a rich heritage of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. Using advanced software tools, they assist clients in optimizing retirement income and planning for future goals. Their services include helping families manage their finances to reflect personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. With locations in Lexington and South Easton, Bickling Financial Services is committed to providing expert financial advice and guidance to their clients.

Bickling Financial Services, located at 45 Bristol Drive in Easton, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. With a focus on both short-term and long-term financial goals, Bickling Financial Services offers sophisticated software tools to optimize retirement income and assist with managing assets. Their services extend to helping families align their spending with personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. The institution is committed to providing clients with expert financial advice and guidance to ensure a secure financial future.

E. S. Schwartz and Company, Inc. is a reputable finance institution located at 450 Lexington Street in Newton, Massachusetts, United States. With a strong track record of providing expert financial services to clients, they offer a wide range of investment options and financial planning solutions. The experienced team at E. S. Schwartz and Company, Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, E. S. Schwartz and Company, Inc. is committed to providing personalized and professional guidance every step of the way.

Abbott & Company is a reputable accounting and finance institution located at 1 Militia Drive in Lexington, Massachusetts, United States. With a team of experienced professionals, Abbott & Company offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Abbott & Company to provide accurate and reliable financial advice to help them achieve their financial goals. Whether you are an individual or a business owner, Abbott & Company is dedicated to providing excellent service and helping you navigate the complexities of the financial world.

Tonry Insurance Group, Inc. in Lexington, Massachusetts is a reputable insurance agency located at 238 Bedford Street. With a commitment to providing top-notch insurance solutions, they offer a wide range of coverage options for individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents will work with you to find the best policy to suit your needs. Trust Tonry Insurance Group, Inc. in Lexington to protect what matters most to you.

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.

Morningtide Financial Group, Inc is a licensed mortgage broker company located in Lexington, Massachusetts, specializing in various types of mortgages including Conventional, FHA, Renovation, Jumbo, and VA loans. Our goal is to help individuals achieve their dream of home ownership or save money on their monthly payments through refinancing. We are committed to providing equal housing opportunities and strive to make our services accessible to people with disabilities. With a hassle-free online application process, we work to find the loan program that best fits each individual's financial goals. Contact us today to get started on your journey towards financial stability and home ownership.

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 Continental Moving Company LLC, your trusted partner in seamless relocations and secure storage solutions. Located at 132 Emerson Street, Boston, Massachusetts, we are dedicated to making your moving experience stress-free and efficient, whether you're moving locally within Boston or across state lines. At Continental Moving Company, we understand that moving can be a daunting task, whether you're transitioning from a sprawling residence or a cozy one-bedroom apartment. Our team of experienced professionals is here to shoulder the burden, ensuring your move is smooth and well-organized every time.

AAA Waltham is a trusted insurance and travel agency located at 856 Lexington Street in Waltham, Massachusetts. With a long-standing reputation for excellent customer service and reliable insurance coverage, AAA Waltham is your go-to destination for all your insurance needs. Whether you're looking for auto, home, or life insurance, their knowledgeable agents will work with you to find the best policy to fit your individual needs. Additionally, AAA Waltham offers a wide range of travel services, including booking flights, hotels, and vacation packages. Visit AAA Waltham today to experience top-notch service and peace of mind for all your insurance and travel needs.

MWA Asset Management is a leading finance institution located at 5 Militia Drive in Lexington, Massachusetts, United States. With a strong reputation for providing expert financial advice and managing assets for individuals and businesses, MWA Asset Management offers a wide range of investment services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how MWA Asset Management can help you make the most of your investments.

Alan Felenchak is a finance institution located at 140 Lexington Street in Burlington, Massachusetts, United States. With a focus on providing expert financial services to individuals and businesses, Alan Felenchak offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Alan Felenchak is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

MT Law LLC is a premier institution located at 430 Bedford Street in Lexington, Massachusetts, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing top-notch advice and assistance to our clients in a wide range of legal and financial matters. Whether you need help with tax planning, estate planning, business law, or any other legal or financial issue, MT Law LLC is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your goals.

Constant Law Group, PC is a law firm located in Lexington, Massachusetts, specializing in estate planning and wealth preservation. Their services include asset protection, business and exit planning, elder law, and trust and estate administration. Unlike traditional firms that focus on simply creating legal documents, Constant Law Group takes a more personalized approach. They aim to understand each client's unique needs, values, and goals in order to provide tailored advice and guidance. By working closely with clients and their financial advisors, Constant Law Group helps ensure that their estate plans are effective and successful. Contact them at 1666 Massachusetts Avenue, Suite F1, or call (888) 849-5993 to learn more about their services.

Encharter Insurance, located at 1646 Massachusetts Avenue in Lexington, Massachusetts, is an independent insurance agency serving the New England states. With a team of licensed professionals, we offer personalized customer care and premier insurance companies to provide you with the coverage you need. Whether you're looking for home, auto, or business insurance, we strive to deliver comprehensive coverage at a competitive price. We offer a variety of personal and business insurance solutions to protect what matters most to you. Our goal is to make a difference in the lives of our clients by providing impressive service and customized insurance solutions. Visit our Service Center if you're already a client to manage your insurance needs. Let Encharter Insurance help you enhance your assets and protect your livelihood, while we all grow together.

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.

Sartori Insurance Agency Inc. is a trusted insurance agency located at 76 Bedford Street in Lexington, Massachusetts. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we are here to help you find the coverage that best fits your needs. With years of experience in the industry, you can trust Sartori Insurance Agency Inc. to provide you with reliable and comprehensive insurance options. Contact us today to learn more about how we can help protect what matters most to you.

Capital Biz Solutions, Inc. is a finance institution located at 10 Lexington Road, Northborough, Massachusetts, United States. Specializing in various types of loans including real estate, cannabis, and investment banking loans, Capital Biz Solutions offers a complimentary consultation to determine the best funding options for your business. With over twenty-five years of experience as business loan brokers, the team at Capital Biz Solutions is dedicated to finding the most suitable financing options for their clients by leveraging their extensive network of lenders and financial institutions nationwide. The institution offers services such as alternative lending/funding, hard money lending, real estate loans, cannabis loans, MCA funding, compromised credit solutions, start-up business unsecured term loans & lines of credit, business loans for women, and bridge loans. With a focus on transparency and client success, Capital Biz Solutions ensures that their clients understand the entire process and provide an engagement agreement that outlines the compensation in detail. The institution's guarantee is to return the engagement fee if the business does not qualify for funding. With a commitment to building a mutually beneficial relationship, Capital Biz Solutions is here to assist with your loan request and ensure your success today and in the future.

Welcome to Highland Capital Partners, your trusted partner in navigating the financial landscape. Conveniently located at 92 Hayden Avenue in the heart of Lexington, Massachusetts, we are dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. Our experienced team specializes in venture capital and private equity, offering strategic insights and innovative solutions to help businesses and entrepreneurs achieve their financial goals. At Highland Capital Partners, we pride ourselves on our commitment to fostering growth and success through personalized service and expert guidance. Whether you're a startup seeking investment or an established company looking to expand, we are here to support your journey every step of the way. Visit us to discover how we can help elevate your financial future.

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 East Cambridge Savings Bank, your trusted financial partner located at 860 Lexington Street, Waltham, Massachusetts. As a proud member of the community, we are committed to providing exceptional banking services and supporting local initiatives. Our Kasasa Cash Checking account offers a competitive 5.00% APY, designed to help you maximize your savings. At East Cambridge Savings Bank, we believe in giving back to the community. We recently supported The Neighborhood Developers with a generous $20,000 donation, matching contributions to their spring appeal. Our dedication to excellence has also been recognized with two gold awards at the prestigious New England Financial Marketing Association (NEFMA) Spring Conference.

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 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 East Cambridge Savings Bank, conveniently located at 237 Lexington Street, Woburn, Massachusetts. As a trusted financial institution, we are committed to providing exceptional banking services to our community. Our Kasasa Cash Checking account offers an impressive 5.00% APY, allowing you to make the most of your savings. We take pride in supporting local initiatives and recently contributed $20,000 to The Neighborhood Developers, a Chelsea-based organization, as part of their spring appeal. This donation underscores our dedication to community development and engagement.

Welcome to Winchester Co-operative Bank Located at 198 Lexington Street, Woburn, Massachusetts, Winchester Co-operative Bank has been proudly serving the financial needs of individuals, families, and businesses since 1893. As a mutually owned, state-chartered co-operative bank, we are committed to supporting our community in Winchester, Woburn, and the surrounding areas.

Welcome to Wenjen Hwang Real Estate Agent, your trusted partner in navigating the dynamic real estate market in Lexington, Massachusetts, and beyond. Located at 442 Marrett Road, Lexington, MA 02421, Wenjen brings a wealth of experience and a unique global perspective to her real estate practice, making her an invaluable asset for clients seeking to buy or sell homes in the area. With over 15 years of experience as an Industrial Engineer in Global Project and Information Systems Management at a Fortune 500 company, Wenjen has honed her skills in data analysis and collaborative problem-solving. Her extensive global relocation experience, having moved her family across the Americas, Europe, and Asia 11 times, fuels her passion for helping clients make informed decisions and achieve their real estate goals.