Financial Services |
| Ameriprise Financial 1100 Winter St. Waltham , MA 02451 781-684-3732 Contact: Jeffrey Crampton Email: jeffrey.j.crampton@ampf.com | Financial planning, college planning, retirement planning, and investment management. |
| Brookline Bank 1793 Mass Ave. Lexington, MA 02420 781-863-2820 Contact: Susan A. O'Keefe Email: sokeefe@brkl.com Web: www.brooklinebank.com | Lexington's Community Bank. Personal service, convenient location, commercial loans and business checking, on-line banking. |
| Capstone Mortgage 1775 Mass Ave., #4 Lexington, MA 02420 781-860-7888 Contact: Chris Smith Email: chris@capstonemortgage.com Web: www.capstonemortgage.com | A full service mortgage broker licenced by both the Massachusetts and New Hampshire Division of Banks. At Capstone Mortgage you will find caring professionals who provide exceptional service, competitive rates & a wide variety of loan programs. |
| Commonwealth Advantage LLC 125 Summer St., Ste 510 Boston, MA 02110 617-526-9381 Contact: Jack McIntosh Email: jack@commonwealthadvantage.com Web: | Specializing in providing affordable health insurance to members of the Lexington Chamber of Commerce |
| COMPASS Wealth Management, LLC P.O. Box 250 Lexington, MA 02420 781-862-7030 Contact: Louis Conrad, II, CFA Email: lconrad@compassinvest.com Web: www.compassinvest.com | COMPASS Wealth Management, LLC of Lexington, MA, is an independent and objective wealth management firm serving clients throughout the northeastern U.S. Individuals and families gain our unsurpassed investment and financial planning expertise within a client-focused, fee-only environment, while companies benefit from our extensive investment consulting experience and our willingness to act as a co-fiduciary on corporate retirement plans. |
| Edward Jones Investments 442 Marrett Road, Ste 2 Lexington, MA 02421 781-860-8809 Contact: Scott Coppock Email: Scott.Coppock@EdwardJones.com Web: www.edwardjones.com | Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. |
| Hastings/LoRusso Group - Wells Fargo Advisors LLC 130 Turner St, 8th Fl., Bldg 3 Waltham, MA 02453 1-800-225-9184 Contact: Mary McFadden Hastings, CFP Email: mary.hastings@wellsfargoadvisors.com Web: www.wellsfargoadvisors.com | Consult clientele in helping them to attain their financial & life goals. Work with investments, college, retirement & estate planning as well as insurance needs. |
| Holly Kingsford/New York Life 800 South St., Ste 600 Waltham, MA 02453 781-398-1364 Contact: Holly Kingsford Email: hkingsford@ft.newyorklife.com | Offering life insurance and other products and services to individuals, families and businesses. |
| Lexington Wealth Management 1666 Mass Ave. Lexington, MA 02420 781-860-7745 Contact: Michael Tucci Email: mtucci@lexingtonwealth.com Web: www.lexingtonwealth.com | Lexington Wealth Management is an independent wealth management firm with offices in Lexington, MA and New York City. Lexington Wealth Management works primarily with families with investable assets in excess of $1 million, providing them with investment consulting services, as well as a suite of wealth management solutions tailored specifically to the high net worth marketplace. These include advice and consultation on concentrated stock strategies, alternative investments, collateralized lending, specialty financings and insurance and estate planning. |
| Lexvest Partners LLC P.O. Box 608 Lexington, MA 02420 781-862-4400 Contact: Eric Shapiro Email: eshapiro@lexvestpartners.com Web: www.lexvestpartners.com | Lexvest Partners LLC is a real estate private equity investment and development company with a focus on funding equity capital for real estate development and investment projects. |
| MacNeil Insurance 1666 Mass Ave., Suite 6 Lexington, MA 02420 781-862-4100 Contact: David Siekman Email: dsiekman@encharter.com Web: www.encharter.com | Independent insurance agency providing personal insurance - auto, homeowner, etc. and business insurance. Service to our clients, financial security against loss and service to our community are our main principles. |
| NUA Advisors, LLC 394 Lowell Street, Suite 9 Lexington, MA 02420 (617) 372-9033 Contact: Kirk Chisholm Email: kirk@nuaadvisors.com Web: www.nuaadvisors.com | NUA Advisors is a Registered Investment Advisory firm which bridges the gap between traditional & nontraditional investments. We provide investment advice to entrepreneurs, executives, business owners, and families. One of our specialties is investing non-traditional assets (such as real estate, livestock, tax liens, etc.) inside retirement accounts. |
| Sartori Insurance Agency 76 Bedford St. Ste # 37 Lexington, MA 02420 781-861-6900 Contact: Stephen Sartori Email: steve@sartori-insurance.com Web: www.sartori-insurance.com | Insurance and financial services; personal and business insurance, retirement and estate planning; employee benefits. |
| Watertown Savings Bank 1075 Waltham St Lexington, MA 02421 617-928-9000 Contact: David Burgess Email: dburgess@watertownsavings.com Web: www.watertownsavings.com | Community Bank |
| Wingate Financial Group 450 Bedford Street Lexington, MA 02420 (781) 862-7100 Contact: Jenifer Cannon Email: jeniferc@wingatefinancialgroup.com Web: www.wingatefinancialgroup.com | Wingate Financial Group is an independent, fee-only wealth management firm with over 24 years of experience helping individuals, families & organizations achieve their financial goals. Wingate offers a unique blend of independent investment advice, financial planning and personal service. |
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