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Map of Lexington, MAMap of Lexington, MA

Mutual Funds in Lexington, MA

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1. Edward Jones - Financial Advisor: Kyle Dapkas

Edward Jones - Financial Advisor: Kyle Dapkas

442 Marrett Rd Ste 2, Lexington, MA, 02421

CLOSED NOW

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
102 Years
in Business

2. 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 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
102 Years
in Business

7. Edward Jones - Financial Advisor: Chris Gleason

Edward Jones - Financial Advisor: Chris Gleason

50 Mall Rd Ste G15, Burlington, MA, 01803

CLOSED NOW

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
102 Years
in Business

8. Salem Five Bank

Salem Five Bank

36 Cambridge St, Burlington, MA, 01803

CLOSED NOW

From Business: Conveniently located near Crossroads Mall, Cafe Escadrille, and Wayside Commons, right off of I-95 at exit 33.

9. Salem Five Bank

Salem Five Bank

285 Great Rd, Bedford, MA, 01730

CLOSED NOW

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

10. Brandon Frye, CFP®, Robertson Stephens

Brandon Frye, CFP®, Robertson Stephens

55 Old Bedford Rd Ste 306, Lincoln, MA, 01773

CLOSED NOW

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…

11. Fidelity Investments

Fidelity Investments

44 Mall Rd, Burlington, MA, 01803

CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
59 Years
in Business
Amenities:
Wheelchair accessible

12. Edelman Financial Engines

Edelman Financial Engines

25 Mall Rd Ste 405, Burlington, MA, 01803

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

17. Edward Jones - Financial Advisor: Haley C Adams

Edward Jones - Financial Advisor: Haley C Adams

1692 Massachusetts Ave, Cambridge, MA, 02138

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…

18. Salem Five Bank

Salem Five Bank

90 Highland Ave, Malden, MA, 02148

CLOSED NOW

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

19. Salem Five Bank

Salem Five Bank

281 Main St Unit 2, Wilmington, MA, 01887

CLOSED NOW

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…

20. Wendy Davidson - Financial Advisor, Ameriprise Financial Services

Wendy Davidson - Financial 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…

21. John R Kelly - Financial Advisor, Ameriprise Financial Services

John R Kelly - Financial 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…

22. Mark Lawyer - Financial Advisor, Ameriprise Financial Services

Mark Lawyer - Financial 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…

23. Tim Daley - Associate Financial Advisor, Ameriprise Financial Services

Tim Daley - Associate Financial Advisor, Ameriprise Financial Services

465 Waverley Oaks Rd Ste 211, Waltham, MA, 02452

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…

24. James F Forcier - Financial Advisor, Ameriprise Financial Services

James F Forcier - Financial Advisor, Ameriprise Financial Services

465 Waverley Oaks Rd Ste 211, Waltham, MA, 02452

CLOSED NOW

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. Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services

Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services

465 Waverley Oaks Rd Ste 211, Waltham, MA, 02452

CLOSED NOW

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. Salem Five Bank

Salem Five Bank

443 Main St, Woburn, MA, 01801

CLOSED NOW

From Business: Located in the heart of downtown Woburn, near the Boys & Girls Club, CVS Pharmacy and the Tanner Tavern.

27. Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services

Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services

48 Mount Vernon St Ste 300, Winchester, MA, 01890

CLOSED NOW

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…

28. Lisa Wolf - Private Wealth Advisor, Ameriprise Financial Services

Lisa Wolf - Private Wealth Advisor, Ameriprise Financial Services

48 Mount Vernon St Ste 300, Winchester, MA, 01890

CLOSED NOW

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…

29. Suzanne Regan - Financial Advisor, Ameriprise Financial Services

Suzanne Regan - Financial Advisor, Ameriprise Financial Services

48 Mount Vernon St Ste 300, Winchester, MA, 01890

CLOSED NOW

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. Indelicato & Coffey - Ameriprise Financial Services

Indelicato & Coffey - Ameriprise Financial Services

230 Second Ave Ste 120, Waltham, MA, 02451

From Business: At Indelicato & Coffey, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…