Retirement Planning in Lexington, MA

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Top Retirement Planners in Lexington, MA

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 420 Bedford St # 330, Lexington, MA 02420, USA
Phone (781) 861-9700
Coromandel Wealth Management
Location 15 Muzzey St, Lexington, MA 02421, USA
Phone (781) 728-9001
Women's Financial Help
5 out of 5
Location 450 Bedford St #1100, Lexington, MA 02420, USA
Phone (781) 829-3050
Retirement Planning in Lexington, MA

About Lexington, MA for Those Planning to Retire

Located in Middlesex County, Lexington is a town in Massachusetts known for its historical landmarks and excellent public schools. The town's top employers are Boston Scientific, Raytheon, and Lexmark International. Major highways and streets in Lexington include Route 2 and Route 128, while the town's neighborhoods include Hayden Row, Harrington Farms, and The Orchard.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lexington, MA can benefit from the many banks and credit unions in their area. Banks offer a variety of services such as checking and savings accounts, loans, and mortgages. Credit unions are similar to banks but may have more limited services or products. Both banks and credit unions can provide guidance with financial planning and investment advice. They can also help you with specific needs such as starting a small business or buying a home.

Estate Planning Lawyer

If you live in Lexington, MA and have not yet worked with an estate planning lawyer, you are missing out on some important benefits. Estate planning lawyers can help you to create a will or trust, designate guardians for your children in the event of your death, and much more. By working with an estate planning lawyer, you can ensure that your loved ones are taken care of in the event of your death.

Mortgage Loan Officer

If you are a resident of Lexington, MA and are in the market for a mortgage loan, it is important to work with a qualified mortgage loan officer. A good mortgage loan officer can help you get the best deal on a home loan, and can also provide advice and guidance throughout the entire process. Contact a local mortgage loan officer today to get started.

Wealth Management

If you live in Lexington, MA and are looking for ways to improve your financial situation, working with a wealth manager may be a good option for you. Wealth managers can help you save money on taxes, invest your money wisely, and plan for retirement. They can also help you manage your debt and make smart spending decisions.

Financial Advisor

People living in Lexington, MA can benefit by working with a financial advisor. The reason for this is that a financial advisor can help you save money and make wise investments. Financial advisors have the knowledge and experience to help you reach your financial goals. They can also provide you with important information about retirement planning, estate planning, and investment options.

Insurance Broker

People living in Lexington, MA can benefit by working with an insurance broker because they will be able to get the best rates and coverage for their needs. An insurance broker knows the ins and outs of the industry and can help you find a policy that fits your budget. They can also help you compare quotes from different companies, so you can find the best deal possible.

Tax Services

People in Lexington, MA can benefit by working with a tax accountant in their area. accountants are trained to help people save money on their taxes, and they can also provide helpful advice about how to reduce one's taxable income. In addition, accountants can keep track of all of one's deductions and credits, which can add up to significant savings at tax time. Finally, working with an accountant can help ensure that all paperwork is filed correctly and on time.


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