Investment Management in Lexington, MA

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1. Ouellette Wealth Management Group

Ouellette Wealth Management Group

35 Bedford St Ste 14, Lexington, MA 02420

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

From Business: At Ouellette Wealth Management Group, we understand that managing and preserving wealth across generations is a complex and nuanced endeavor. That's why we have built a…

2. 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

3. 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

4. Wingate Wealth Advisors, LLC

Wingate Wealth Advisors, LLC

450 Bedford St, Lexington, MA 02420

From Business: Wingate Wealth Advisors is an independent, employee owned wealth management and financial planning organization dedicated to serving the personal financial needs of individuals…

YP
39 Years
in Business

7. Flagstar Bank

Flagstar Bank

394 Lowell St Ste 15, Lexington, MA 02420

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

9. 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…

10. Fran Petrangelo

Fran Petrangelo

25 Mall Rd Ste 405, Burlington, MA 01803

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

From Business: Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right…

11. 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…

12. Granahan Investment Management

Granahan Investment Management

404 Wyman St, Waltham, MA 02451

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

From Business: Granahan Investment Management is an independent, 100% employee-owned firm, that was founded in 1985 by investment professionals with a passion for small capitalization equity…

13. Columbia Capital

Columbia Capital

1601 Trapelo Rd, Waltham, MA 02451

From Business: Columbia Capital is a premier venture capital franchise in wireless, broadband, media, and enterprise information technology investing. Since our formation in 1989, we have…

14. Smart Silver Investments

Smart Silver Investments

Serving the Lexington Area

From Business: Are you interested in silver investing? Contact Smart Silver Investments. Our mission is to provide our customers with a wide range of opportunities, whether it is their first…

24. 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

25. 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…

26. 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…

27. Mercer Advisors - Burlington

Mercer Advisors - Burlington

1500 District Ave, Burlington, MA 01803

CLOSED NOW:8:00 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

28. 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…

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 510 results for Investment Management in or near Lexington, MA.They also appear in other related business categories including Investment Advisory Service, Investments, and Financial Services. 2 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, French, and Chinese.