Financial Services in Lexington, MA

Refine
Sort by
Features

1. AAA Burlington

AAA Burlington

34 Cambridge St Ste 140, Burlington, MA 01803

CLOSED NOW:9:00 am - 5:00 pm

From Business: AAA is a civic, not-for-profit organization providing roadside assistance, insurance, member discounts and savings, travel and financial services.

2. Boston Tax Attorney

Boston Tax Attorney

831 Beacon St #251, Newton Center, MA 02459

CLOSED NOW:9:30 am - 8:00 pm

From Business: Boston tax attorney can help settle your tax debt today! Our expert tax attorney team has handled everything from individual tax debt problems to corporate payroll tax issues.

3. Ninja Accounting

Ninja Accounting

62 Middlesex Rd Apt 02, Waltham, MA 02452

OPEN 24 HOURS

From Business: Bookkeeping and accounting for a small business is a hassle. Maybe your family takes the time to keep track of the books, or maybe it's your job after a long day at work.…

YP
12 Years
in Business

5. Boston AREIA

Boston AREIA

116 Riverside Ave, Medford, MA 02155

From Business: Boston AREIA was founded in 2007 to give opportunities, education, networking and motivation to everyone regardless of their background or situation. We are NOT a part of…

YP
18 Years
in Business

6. Edward Jones - Financial Advisor: Kyle Dapkas

Edward Jones - Financial Advisor: Kyle Dapkas

442 Marrett Rd Ste 2, Lexington, MA 02421

CLOSED NOW:7:30 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

7. Edward Jones - Financial Advisor: Brian J Yurovich, CFP®

Edward Jones - Financial Advisor: Brian J Yurovich, CFP®

442 Marrett Rd Ste 2, Lexington, MA 02421

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

8. Edward Jones - Financial Advisor: Chris Gleason

Edward Jones - Financial Advisor: Chris Gleason

50 Mall Rd Ste G15, Burlington, MA 01803

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

9. Salem Five Bank

Salem Five Bank

36 Cambridge St, Burlington, MA 01803

CLOSED NOW:9:00 am - 5:00 pm

From Business: Located conveniently off route 95 and route 3, our Cambridge location has undergone a full renovation. This new, modern branch features signature Salem Five amenities including…

10. Salem Five Bank

Salem Five Bank

285 Great Rd, Bedford, MA 01730

CLOSED NOW:8:30 am - 5:00 pm

From Business: Conveniently located in front of the Great Road Shopping Plaza, near Stop & Shop, Home Goods, Lahey Clinic and right off I-95,

11. Brandon Frye, CFP®, Robertson Stephens

Brandon Frye, CFP®, Robertson Stephens

55 Old Bedford Rd Ste 306, Lincoln, MA 01773

CLOSED NOW:9:00 am - 5:00 pm

From Business: Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias and Avi Deutsch, he advises clients on financial planning, fixed income…

12. David Matias, MA, CPA, Robertson Stephens

David Matias, MA, CPA, Robertson Stephens

55 Old Bedford Rd Ste 306, Lincoln, MA 01773

CLOSED NOW:9:00 am - 5:00 pm

From Business: David Matias is a Managing Director at Robertson Stephens in the Boston office. With Avi Deutsch and Brandon Frye, he advises on a range of financial and life needs, including…

13. Members Plus Credit Union

Members Plus Credit Union

29 High St, Medford, MA 02155

CLOSED NOW:8:30 am - 4:00 pm

From Business: Members Plus Credit Union has been serving members since 1940. As a non-profit organization we serve the community and various employer groups. Our mission is to provide…

YP
85 Years
in Business

14. Jonathan D. Pond, LLC

Jonathan D. Pond, LLC

1 Gateway Ctr Ste 413, Newton, MA 02458

CLOSED NOW:8:00 am - 6:00 pm

From Business: Offering first class investment management and financial planning services for individuals and families with investments, including workplace retirement plans, of $500,000 or…

15. Salem Five Bank

Salem Five Bank

90 Highland Ave, Malden, MA 02148

CLOSED NOW:8:30 am - 5:00 pm

From Business: Located right on the Malden/Medford town line, near Kappy's Liquors, and BJ's Wholesale.

16. Salem Five Bank

Salem Five Bank

281 Main St Unit 2, Wilmington, MA 01887

CLOSED NOW:8:30 am - 5:00 pm

From Business: Conveniently located on Route 38 across from Market Basket/Wilmington Plaza, our Wilmington branch features our signature Salem Five amenities: a coin counting machine, foreign…

17. Salem Five Bank

Salem Five Bank

8 Walkers Brook Dr, Reading, MA 01867

CLOSED NOW:8:30 am - 5:00 pm

From Business: Conveniently located off Route 128 near Jordan's Furniture, The Home Depot, Super Stop & Shop and across the street from Market Basket.

18. Members Plus Credit Union

Members Plus Credit Union

650 Broadway, Everett, MA 02149

CLOSED NOW:8:30 am - 4:00 pm

From Business: Members Plus Credit Union has been serving members since 1940. As a non-profit organization we serve the community and various employer groups. Our mission is to provide…

YP
96 Years
in Business

19. Salem Five Bank

Salem Five Bank

188 Boston Rd, North Billerica, MA 01862

CLOSED NOW:8:30 am - 5:00 pm

From Business: Conveniently located at the intersection of routes 129 and 3A near Panera Bread, Branch features signature Salem Five amenities like a coin counting machine, and a walk-up ATM,…

20. Edward Jones - Financial Advisor: James Case

Edward Jones - Financial Advisor: James Case

285 Billerica Rd Ste 105, Chelmsford, MA 01824

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

21. Edward Jones - Financial Advisor: Carla B Keen

Edward Jones - Financial Advisor: Carla B Keen

6 Alpine Ln, Chelmsford, MA 01824

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

22. Chase Bank

Chase Bank

1111 Lexington St, Waltham, MA 02452

CLOSED NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

23. Mercer Advisors - Burlington

Mercer Advisors - Burlington

1500 District Ave, Burlington, MA 01803

CLOSED NOW:9:00 am - 5:00 pm

From Business: For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance…

YP
40 Years
in Business

24. Charles River Wealth Management

Charles River Wealth Management

50 Mall Rd Ste 209, Burlington, MA 01803

CLOSED NOW:8:00 am - 6:00 pm

From Business: Specializing in comprehensive wealth management, with an emphasis on providing outstanding client service, full transparency and maximizing cost control.

YP
14 Years
in Business

25. Fidelity Investments

Fidelity Investments

44 Mall Rd, Burlington, MA 01803

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
60 Years
in Business
Amenities:
Wheelchair accessible

26. Edelman Financial Engines

Edelman Financial Engines

25 Mall Rd Ste 405, Burlington, MA 01803

CLOSED NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

27. Fran Petrangelo

Fran Petrangelo

25 Mall Rd Ste 405, Burlington, MA 01803

CLOSED NOW:8:30 am - 5:00 pm

From Business: I have extensive experience in the financial services industry, having worked a lot with retirement plans and retirement planning. I have deep knowledge of investments and…

28. Robertson Stephens - Boston

Robertson Stephens - Boston

55 Old Bedford Rd Ste 306, Lincoln, MA 01773

CLOSED NOW:9:00 am - 5:00 pm

From Business: The Robertson Stephens’ Boston office brings together diverse experiences and backgrounds from around the world. With work experiences ranging from the U.S. Marine Corps to…

29. Wendy Davidson - Financial Advisor, Ameriprise Financial Services

Wendy Davidson - Financial Advisor, Ameriprise Financial Services

11 Water St Ste 2A, Arlington, MA 02476

CLOSED NOW:9:00 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Rich Van Loan - Private Wealth Advisor, Ameriprise Financial Services

Rich Van Loan - Private Wealth Advisor, Ameriprise Financial Services

11 Water St Ste 2A, Arlington, MA 02476

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 1702 results for Financial Services in or near Lexington, MA.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investments. 14 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Boston, Financial District, and Back Bay. These businesses offer their services in one-or-more of the following languages: Spanish, Portuguese, and Chinese.