Banks & Credit Unions in Waltham, MA

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

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Waltham, MA

East Cambridge Savings Bank
3 out of 5
Location 860 Lexington St, Waltham, MA 02452, USA
Phone (617) 551-2530
Directions
People's United Bank
4 out of 5
Location 775 Main St, Waltham, MA 02451, USA
Phone (781) 647-2210
Directions
People's United Bank
Location 1070 Lexington St, Waltham, MA 02452, USA
Phone (781) 899-1801
Directions
Banks Street
Location Banks St, Waltham, MA, USA
Directions
Brookline Bank
5 out of 5
Location 456 Main St, Waltham, MA 02452, USA
Phone (781) 697-3500
Directions
Santander Bank Branch
3 out of 5
Location 700 Main St, Waltham, MA 02451, USA
Phone (781) 529-9001
Directions
Edith Bearhill LP
Location 880 Main St, Waltham, MA 02451, USA
Phone (781) 894-5729
Directions
Santander Bank Branch
4 out of 5
Location 1045 Trapelo Rd, Waltham, MA 02451, USA
Phone (781) 647-4104
Directions
Santander Bank ATM
Location 12 Harvard St, Waltham, MA 02453, USA
Phone (877) 768-2265
Directions
Rockland Trust Branch & Commercial Lending Center
4 out of 5
Location 1290 Main St, Waltham, MA 02451, USA
Phone (781) 788-8383
Directions
Evelyn K Price 1979 Trust
Location 42 Weston St, Waltham, MA 02453, USA
Phone (781) 899-5750
Directions
RTN Federal Credit Union
3 out of 5
Location 600 Main St, Waltham, MA 02452, USA
Phone (781) 736-9900
Directions
Rockland Trust Branch & Commercial Lending Center
4 out of 5
Location 75 Moody St, Waltham, MA 02451, USA
Phone (781) 392-3700
Directions
Digital Federal Credit Union
3 out of 5
Location 130 Lexington St, Waltham, MA 02452, USA
Phone (800) 328-8797
Directions
Watertown Savings Bank
4 out of 5
Location 25 Market Pl Dr, Waltham, MA 02451, USA
Phone (617) 928-9000
Directions
Citizens Bank
3 out of 5
Location 716 Main St, Waltham, MA 02451, USA
Phone (781) 647-8310
Directions
Lighthouse Bank
Location 300 5th Ave, Waltham, MA 02451, USA
Phone (781) 622-3792
Directions
Bank of America (with Drive-thru ATM)
3 out of 5
Location 880 Main St, Waltham, MA 02451, USA
Phone (781) 642-7254
Directions
Bank of America (with Drive-thru ATM)
2 out of 5
Location 1065 Lexington St, Waltham, MA 02452, USA
Phone (781) 642-7252
Directions
Citizens Bank
5 out of 5
Location 1084 Lexington St, North Waltham, MA 02452, USA
Phone (781) 894-2650
Directions
Watertown Savings Bank
4 out of 5
Location 6 Lexington St, Waltham, MA 02452, USA
Phone (617) 928-9000
Directions
Banks in Waltham, MA

Where Waltham, MA Banks & Credit Unions Serve

Waltham, MA is a bustling city located in Middlesex County, Massachusetts. It is known for its rich history, diverse culture, and thriving economy. The city is home to several notable landmarks, including the Charles River Museum of Industry and Innovation, the Gore Place, and the Robert Treat Paine Estate. Waltham is also a hub for numerous top employers, such as Raytheon, National Grid, and Boston Dynamics. These companies have contributed to the city's growth and development, making it a desirable place to live and work. Major highways and streets in Waltham include Route 128, Route 20, and Main Street. These thoroughfares provide easy access to neighboring cities and towns, as well as to Boston, which is only 10 miles away. Waltham is comprised of several distinct neighborhoods, each with its own unique character and charm. These include the South Side, the North Side, and the West End.

Waltham, MA Banking Related Services

Insurance Broker

Residents of Waltham, MA can benefit greatly from the services of an insurance broker. With so many different insurance options available, it can be overwhelming and confusing to try and navigate on your own. An insurance broker can help residents of Waltham find the best policies for their specific needs and budget. For example, Waltham is home to many small businesses and an insurance broker can help these businesses find the right coverage for their unique risks and liabilities. Additionally, Waltham experiences harsh winters, so an insurance broker can help residents find the best policies to protect their homes and vehicles from damage caused by snow and ice. Overall, an insurance broker can provide valuable expertise and guidance to residents of Waltham, helping them find the best insurance policies for their individual needs.

Retirement Planning

Residents of Waltham, MA could benefit greatly from the expertise of a retirement planner. Retirement planners can assist individuals in creating a financial plan that will help them achieve their retirement goals. Specifically, residents of Waltham may face unique challenges when it comes to retirement planning due to the high cost of living in the area. A retirement planner can help individuals navigate the complex financial landscape of Waltham and ensure that they are making the most of their retirement savings. Additionally, retirement planners can provide guidance on investment strategies, tax planning, and estate planning, all of which are crucial components of a successful retirement plan. By working with a retirement planner, residents of Waltham can feel confident that they are on the right path towards a comfortable and secure retirement.

Wealth Management

Residents of Waltham, MA can benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager can help residents create a personalized investment strategy that takes into account their unique financial goals and risk tolerance. Additionally, a wealth manager can assist residents with tax planning and estate planning, ensuring that they are taking advantage of all available tax breaks and have a plan in place to protect their assets and provide for their loved ones after they pass away. One specific aspect of Waltham, MA that a wealth manager can help with is navigating the local real estate market. With the city's proximity to Boston and its growing tech industry, property values in Waltham have been on the rise in recent years. A wealth manager can help residents make informed decisions about buying or selling property, as well as advise them on how to use real estate as part of their overall investment strategy.

Financial Advisor

Residents of Waltham, MA can benefit greatly from the expertise of a financial advisor. With the city's close proximity to Boston and its thriving economy, many residents are looking to make smart investment decisions and plan for their financial future. A financial advisor can help residents navigate the complex world of investing and create a personalized plan that aligns with their goals and risk tolerance. Additionally, with the high cost of living in the Boston area, a financial advisor can provide guidance on budgeting and managing debt to ensure residents are able to maintain a comfortable lifestyle. Overall, a financial advisor can provide valuable support to Waltham residents looking to build a secure financial future in a rapidly growing and competitive market.

Mortgage Loan Officer

Residents of Waltham, MA can benefit from a mortgage loan officer in various ways. Firstly, they can help residents navigate the complex process of obtaining a mortgage loan. This is especially important in Waltham, where the housing market can be competitive, and having a knowledgeable loan officer can be the difference between securing a dream home and missing out. Additionally, a loan officer can help residents find the best mortgage rates and loan options that fit their unique financial situation. In a city like Waltham, where the cost of living can be high, finding the right mortgage can make all the difference in a resident's financial stability. Finally, a mortgage loan officer can also provide valuable advice on the local real estate market, giving residents an edge when it comes to making informed decisions about their home purchase.

Tax Services

Residents of Waltham, MA can benefit from the assistance of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Waltham, MA, where the cost of living is higher than the national average. A tax advisor can help residents identify deductions and credits related to expenses such as property taxes, mortgage interest, and charitable donations. Additionally, a tax advisor can provide advice on tax planning strategies that can help residents minimize their tax liability and maximize their savings. With the help of a tax advisor, residents of Waltham, MA can ensure that they are taking advantage of all available tax benefits and making informed decisions about their finances.

Estate Planning Lawyer

Residents of Waltham, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their passing. This is especially important in Waltham, which has a higher-than-average median home value compared to other cities in Massachusetts. An estate planning lawyer can also assist with powers of attorney, healthcare directives, and other legal documents that ensure a person's wishes are carried out in the event of incapacity or death. By working with an estate planning lawyer, residents of Waltham can have peace of mind knowing that their assets and loved ones will be protected.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs