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State DirectoryInvestment Management in Lincoln, MA
1. David Matias, MA, CPA, Robertson Stephens
55 Old Bedford Rd Ste 306, Lincoln, MA, 01773
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…
2. 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…
5. Brandon Frye, CFP®, Robertson Stephens
55 Old Bedford Rd Ste 306, Lincoln, MA, 01773
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…
8. Arch Venture Partners
1000 Winter St, Waltham, MA, 02451
12. Ouellette Wealth Management Group
35 Bedford St Ste 14, Lexington, MA, 02420
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…
20. Smart Silver Investments
Serving the Lincoln 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…
21. Edward Jones - Financial Advisor: Kyle Dapkas
442 Marrett Rd Ste 2, Lexington, MA, 02421
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…
22. Granahan Investment Management
275 Wyman St Ste 270, Waltham, MA, 02451
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…
23. Edward Jones - Financial Advisor: Brian J Yurovich, CFP®
442 Marrett Rd Ste 2, Lexington, MA, 02421
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…
24. Ashley Elizabeth Peters - Financial Advisor, Ameriprise Financial Services
230 Second Ave Ste 120, Waltham, MA, 02451
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…
25. Melissa Indelicato - Private Wealth Advisor, Ameriprise Financial Services
230 Second Ave Ste 120, Waltham, MA, 02451
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…
26. Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services
33 Bedford St Ste 2ND, Concord, MA, 01742
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…
27. 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…
