Banks & Credit Unions in Lexington, MA

We did the hard work of finding trustworthy partners in Lexington, MA. Fill out the form to get connected.

Start Here to Open a Bank Account

As Seen In

List of Firms

Bank Branches and ATMs in Lexington, MA

Image of Lexington, MA

About Lexington, MA

Lexington is a town in Massachusetts that is located about 10 miles west of Boston. The town is home to many historic landmarks, including the Lexington Battle Green, which is where the first battle of the American Revolution took place. The town's top employers include Raytheon, General Dynamics, and IBM. Major highways and streets in Lexington include Route 2 and Route 128. The town's neighborhoods include Lexington Center, North Lexington, and Hartwell.

Where Lexington, MA Banks & Credit Unions Serve

Lexington, MA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers can help Lexington, MA residents protect their assets and ensure that their loved ones are taken care of after they die. Estate planning is the process of creating a plan for the management and disposal of one's estate during life and after death. This includes arranging for the transfer of property, money, and other assets to desired beneficiaries. An estate planning lawyer can help you create a will, power of attorney, healthcare proxy, and other legal documents to ensure that your wishes are carried out after you die. They can also help you set up trusts and other mechanisms to protect your assets from probate court.

Insurance Broker

Residents of Lexington, MA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex world of insurance.

Retirement Planning

Most people in Lexington, MA don't have a financial advisor to help them with their retirement planning. This can be a huge mistake, as advisors can help residents make the most of their money and plan for a secure future. Financial advisors can help residents save money on taxes, invest wisely, and make provisions for unexpected events. Residents should consult with an advisor as soon as possible to get started on the right path to a secure retirement.

Wealth Management

Lexington, MA residents have a lot of options when it comes to wealth management. There are a number of firms that offer comprehensive services, and each has its own strengths and weaknesses. It can be difficult to decide which firm is right for you, but there are a few things you can consider to make the decision easier. First, think about what you need from a wealth manager. Do you need someone who can help you plan your estate? Or do you need someone who can help you invest your money? Once you know what type of help you need, start interviewing firms. Ask them questions about their experience and their approach to wealth management. Make sure the firm is licensed and insured, and ask for references from past clients. When you've found a firm that meets your needs, sign up for an initial consultation to discuss your specific situation.

Financial Advisor

Financial advisors can help Lexington, MA residents with a variety of tasks, including estate planning, retirement planning, and tax preparation. Advisors can also provide guidance on investment opportunities and risk management. In addition to these services, many advisors offer comprehensive financial planning packages that include all of the above services as well as money management and insurance review. By working with an advisor, Lexington residents can feel confident that they are making sound financial decisions that will benefit them now and in the future.

Mortgage Loan Officer

Mortgage loan officers in Lexington, MA can help residents by providing them with the best options for their mortgage. They can also help residents understand the terms of their mortgage and what is required of them. In addition, mortgage loan officers can help residents find the best rates and offers available to them.

Tax Services

Tax accountants are a valuable resource for Lexington, MA residents. They can help residents file their tax returns and claim all the deductions and credits to which they are entitled. Accountants can also help residents plan their tax strategies for the coming year, so they can pay the least amount of taxes possible.


Personal, Business & Online Bank FAQs