Wealth Management in Cambridge, MA

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List of Firms

Cambridge, MA Wealth Management Firms

SEC File# 801-23657
CRD# 105365
Location 22 Hilliard St, Cambridge, MA 02138, USA
Phone (617) 492-6223
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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TIAA Financial Services
5 out of 5
Location 97 Mt Auburn St, Cambridge, MA 02138, USA
Phone (866) 842-2824
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Fisher Financial Strategies
Location 1292, 245 First St #1800, Cambridge, MA 02142, USA
Phone (617) 444-8555
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Merrill Lynch Wealth Management Advisor Olga Leonova
Location 92 Ames St, Cambridge, MA 02142, USA
Phone (617) 528-4513
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Merrill Lynch Wealth Management Advisor Maxwell Vagn Dobrushkin
Location 1414 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 498-3650
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First Republic Bank
5 out of 5
Location 47 Brattle St, Cambridge, MA 02138, USA
Phone (617) 218-8488
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Jason Bertsch - TIAA Wealth Management Advisor
Location 97 Mt Auburn St, Cambridge, MA 02138, USA
Phone (866) 842-2824
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Stephanie Casey - TIAA Wealth Management Advisor
Location 97 Mt Auburn St, Cambridge, MA 02138, USA
Phone (866) 842-2824
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Laurenz Financial
SEC File# 801-71997
CRD# 155733
Location The mutual realty Building, 1955 Massachusetts Ave, Cambridge, MA 02140, USA
Phone (617) 491-0700
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Christopher Maynard
Location 141 Portland St, Cambridge, MA 02139, USA
Phone (617) 374-1552
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Mission Park Capital
Location 61 Garfield St Unit 6, Cambridge, MA 02138, USA
Phone (413) 597-8901
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Merrill Lynch Wealth Management
Location 92 Ames St, Cambridge, MA 02142, USA
Phone (617) 528-4505
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Kendall Wealth
Location 222 Third St, Cambridge, MA 02142, USA
Phone (617) 945-2371
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Merrill Lynch Wealth Management Advisor Brendan Callahan
Location 1414 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 498-3605
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Bromfield Financial
SEC File# 801-67397
CRD# 125623
Location 10 Rogers St, Cambridge, MA 02142, USA
Phone (617) 252-3400
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Merrill Lynch Wealth Management
Location 1414 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 498-3626
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Da Vinci Capital Management
Location 799 Cambridge St, Cambridge, MA 02141, USA
Phone (617) 354-3222
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Edward Jones - Financial Advisor: Tom Crowley, CFP®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1692 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 491-1190
Time Monday: 7:00 AM – 5:00 PM Tuesday: 7:00 AM – 5:00 PM Wednesday: 7:00 AM – 5:00 PM Thursday: 7:00 AM – 5:00 PM Friday: 7:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Cambridge Financial Advisors
Location 124 Mt Auburn St, Cambridge, MA 02138, USA
Phone (617) 520-6635
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Beacon Capital Management Advsrs
Location 1 Broadway, Cambridge, MA 02142, USA
Phone (617) 621-1580
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Boston, MA Private Wealth Management - UBS Financial Services Inc.
Location One Post Office Square 33rd floor, Boston, MA 02109, USA
Phone (800) 225-2385
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Merrill Lynch Wealth Management Advisor Edward C Radler
Location 92 Ames St 2nd Floor, Cambridge, MA 02142, USA
Phone (617) 528-4504
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Wealth Management in Cambridge, MA

Where Wealth Management Advisors in Cambridge, MA Serve

Cambridge, MA is a city brimming with history, culture, and innovation. Home to world-renowned institutions like Harvard University and the Massachusetts Institute of Technology, it's a hub of intellectual activity. The city is dotted with landmarks like the Harvard Yard, the Charles River, and the iconic MIT dome. It's also home to a diverse range of neighborhoods, from the bustling Harvard Square to the quaint streets of Cambridgeport. Major highways like the Massachusetts Turnpike and Route 2 run through the city, making it easily accessible from all directions. Top employers in the area include biotech giants like Biogen and Genzyme, as well as tech companies like Google and Microsoft. With its unique blend of history, innovation, and culture, Cambridge is truly a one-of-a-kind city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cambridge, MA can benefit from a bank in various ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This is especially important for the residents of Cambridge, MA, as it is home to many prestigious universities, including Harvard and MIT. These institutions attract a large number of students and researchers who may require financial assistance to cover their expenses. Additionally, banks in Cambridge, MA can offer investment and retirement planning services to help residents secure their financial future. Furthermore, a bank can provide assistance to small businesses in the area, which is crucial as Cambridge, MA is known for its thriving startup culture. Banks can offer loans, lines of credit, and other financial services to help these businesses grow and succeed. Overall, the presence of a bank in Cambridge, MA can greatly benefit its residents and the local economy.

Insurance Broker

Residents of Cambridge, MA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best policies that meet their needs. This is particularly important in Cambridge, where the cost of living is high and residents need to ensure they have adequate coverage to protect their assets. Additionally, an insurance broker can provide valuable advice and guidance on insurance-related matters, such as filing claims and negotiating rates. They can also help residents understand the various insurance laws and regulations that apply in Massachusetts, which can be confusing and overwhelming for those who are not familiar with them. Ultimately, the expertise of an insurance broker can save Cambridge residents time, money, and stress, while ensuring they have the right coverage to protect themselves and their families.

Retirement Planning

Residents of Cambridge, MA can benefit from the services of a retirement planner in several ways. Firstly, with the cost of living in Cambridge being higher than the national average, a retirement planner can help residents navigate the complexities of saving for retirement while still meeting their daily expenses. Additionally, as Cambridge is home to several universities and research institutions, many residents may have unique retirement plans and benefits that a retirement planner can help them optimize. Furthermore, with the city's diverse population, a retirement planner can assist residents in navigating the complexities of retirement planning for non-traditional family structures and cultural customs. Overall, a retirement planner can provide valuable guidance and support to residents of Cambridge, MA as they plan for their future.

Financial Advisor

Residents of Cambridge, MA can benefit from the services of a financial advisor in several ways. Firstly, due to the high cost of living in Cambridge, a financial advisor can assist residents in creating a budget that allows them to save for their future while still enjoying their present lifestyle. Additionally, with the presence of several prestigious universities in the area, a financial advisor can provide guidance on student loan repayment and saving for college education. Furthermore, with the city's thriving startup scene and numerous small businesses, a financial advisor can help entrepreneurs with financial planning, tax strategy, and investment advice. Overall, a financial advisor can provide invaluable assistance to residents of Cambridge, MA in navigating the unique financial challenges of this vibrant and dynamic city.

Mortgage Loan Officer

Residents of Cambridge, MA can benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in the city, many residents struggle to save up enough money for a down payment on a home. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, ensuring that they get the best possible interest rate and terms. Specifically in Cambridge, where the housing market is highly competitive, a mortgage loan officer can help residents stand out from other potential buyers and increase their chances of being approved for a mortgage. Additionally, a mortgage loan officer can provide valuable advice on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the one that best fits their financial needs and goals. Overall, the expertise of a mortgage loan officer can be instrumental in helping residents of Cambridge achieve their dream of homeownership.

Tax Services

Residents of Cambridge, MA can benefit from a tax advisor in numerous ways. With the city's high cost of living, many individuals may require guidance on how to maximize their tax deductions and credits. A tax advisor can also assist with navigating complex tax laws and regulations, particularly for those who are self-employed or own small businesses in the area. Additionally, Cambridge is home to a large number of international residents and students, who may require assistance in understanding their tax obligations and filing requirements. A knowledgeable tax advisor can help these individuals avoid penalties and ensure compliance with both federal and state tax laws. Overall, a tax advisor can provide invaluable support to individuals and businesses in Cambridge, helping them to make informed financial decisions and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Cambridge, MA can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that reflects the unique needs and circumstances of Cambridge residents. This includes drafting wills, trusts, and other legal documents that ensure the proper distribution of assets and the protection of loved ones. Additionally, an estate planning lawyer can help Cambridge residents navigate the complex tax laws and regulations that apply to their estates, minimizing tax liabilities and maximizing the value of their assets. Furthermore, given the high cost of living in Cambridge, an estate planning lawyer can provide guidance on how to protect and preserve assets in the face of potential long-term care costs. Overall, an estate planning lawyer can help Cambridge residents achieve peace of mind by providing comprehensive legal solutions that address their specific needs and concerns.

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