Top 10 Financial Services Companies in Lexington

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Below is the list of Top 10 Financial Services Companies in Lexington ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Lexington

1. Lexington Wealth Management

Industry: Financial Services

Location: Lexington, Massachusetts

Website: lexingtonwealth.com

Company Founded: 2000

Company Size: 11-50

Company Address: 12 Waltham Street, Lexington, Massachusetts, United States

Lexington Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jason Hastings Senior Wealth Advisor
Susie Panduku Wealth Advisor
Jimmy Hastings Financial Advisor
Mark Carley Managing Director, Lexington Wealth Management
Requires/Intent
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Investment Advisory
Automation & Workflow Optimization
HR & Talent Acquisition
and more

2. Wingate Wealth Advisors, Inc.

Industry: Financial Services

Location: Lexington, Massachusetts

Website: wingatewealthadvisors.com

Company Founded: 1986

Company Size: 11-50

Company Address: 450 Bedford Street, Lexington, Massachusetts, United States

Wingate Wealth Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Evangelista Portfolio Manager
Andi Mcnamara Director Of Financial Planning
Christopher Bekel Associate Advisor
Fpqp Marina Muehlke Paraplanner
Requires/Intent
Financial Auditing & Reporting
Omnichannel Customer Support
Treasury & Cash Flow Management
and more

3. Bill Bonk Insurance Marketing- A Producers Choice Network Affiliate

Industry: Financial Services

Location: Lexington, Massachusetts

Company Founded: 2015

Company Size: 11-50

Company Address: 1050 Waltham Street, Lexington, Massachusetts, United States

Bill Bonk Insurance Marketing- A Producers Choice Network Affiliate Contact Details

Name Title LinkedIn Phone Email
Michelle Maciejewicz Senior Relationship Manager
Requires/Intent
Digital Payment & Subscription Solutions
Tax Planning & Strategy
and more

4. Advisor Perspectives

Industry: Financial Services

Location: Lexington, Massachusetts

Website: advisorperspectives.com

Company Founded: 2007

Company Size: 1-10

Advisor Perspectives Contact Details

Name Title LinkedIn Phone Email
Karen Burke Director, National Accounts
Marianne Busch Editorial Manager
Requires/Intent
Cybersecurity & Data Protection
Legal Compliance & Advisory
ERP For Financial Institutions
Marketing Services
Corporate Finance Strategy
and more

5. Nantahala Capital Management

Industry: Financial Services

Location: Lexington, Massachusetts

Company Size: 11-50

Company Address: 809 Massachusetts Avenue, Lexington, Massachusetts, United States

Nantahala Capital Management Contact Details

Name Title LinkedIn Phone Email
Michael Evans Trading Operations And Compliance Associate
Sergey Nikiforov Senior Fund Accountant
Requires/Intent
Credit Rating & Analysis
Business Strategy & Growth Consulting
and more

6. Alpha Pension Group

Industry: Financial Services

Location: Lexington, Massachusetts

Company Size: 1-10

Company Address: 70 Westview Street, Lexington, Massachusetts, United States

Alpha Pension Group Contact Details

Name Title LinkedIn Phone Email
Greg Donahue Chief Technology And Analytics Officer
Requires/Intent
AI-powered Financial Insights
Online Advertising & SEO
Performance Tracking & KPI Analytics
Tax Planning & Strategy
Mergers & Acquisitions Advisory
and more

7. Part-time Cfo

Industry: Financial Services

Location: Lexington, Massachusetts

Website: partimecfo.com

Company Founded: 1995

Company Size: 1-10

Company Address: 15 Baskin Road, Lexington, Massachusetts, United States

Part-time Cfo Contact Details

Name Title LinkedIn Phone Email
Alan Silver Part-time Chief Financial Officer
Maria Antony Debt Collection Associates
Requires/Intent
Technology Consulting
Automation & Workflow Optimization
AI-powered Financial Insights
and more

8. Altschuler Financial Services

Industry: Financial Services

Location: Lexington, Massachusetts

Website: altschulerfinancial.com

Company Founded: 1994

Company Size: 1-10

Company Address: 594 Marrett Road, Lexington, Massachusetts, United States

Altschuler Financial Services Contact Details

Name Title LinkedIn Phone Email
Scott Denisevich Senior Associate And Wealth Advisor
Requires/Intent
API Integration For FinTech
Tax Planning & Strategy
Business Strategy & Growth Consulting
Digital Payment & Subscription Solutions
Data Analytics & Business Intelligence
and more

9. Lexington Physical Therapy

Industry: Financial Services

Location: Lexington, Massachusetts

Company Size: 11-50

Company Address: 35 Bedford Street, Lexington, Massachusetts, United States

Lexington Physical Therapy Contact Details

Name Title LinkedIn Phone Email
Cert Matthew Palmer Clinical Director
Requires/Intent
Document Management & E-signature Solutions
Cloud Computing Solutions
Tax Planning & Strategy
Quality Control & Assurance
and more
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Lexington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jason Hastings Lexington Wealth Management Senior Wealth Advisor
2 Susie Panduku Lexington Wealth Management Wealth Advisor
3 Jimmy Hastings Lexington Wealth Management Financial Advisor
4 Mark Carley Lexington Wealth Management Managing Director, Lexington Wealth Management
5 Joe Evangelista Wingate Wealth Advisors, Inc. Portfolio Manager
6 Andi Mcnamara Wingate Wealth Advisors, Inc. Director Of Financial Planning
7 Christopher Bekel Wingate Wealth Advisors, Inc. Associate Advisor
8 Fpqp Marina Muehlke Wingate Wealth Advisors, Inc. Paraplanner
9 Michelle Maciejewicz Bill Bonk Insurance Marketing- A Producers Choice Network Affiliate Senior Relationship Manager
10 Karen Burke Advisor Perspectives Director, National Accounts
11 Marianne Busch Advisor Perspectives Editorial Manager
12 Michael Evans Nantahala Capital Management Trading Operations And Compliance Associate
13 Sergey Nikiforov Nantahala Capital Management Senior Fund Accountant
14 Greg Donahue Alpha Pension Group Chief Technology And Analytics Officer
15 Alan Silver Part-time Cfo Part-time Chief Financial Officer
16 Maria Antony Part-time Cfo Debt Collection Associates
17 Scott Denisevich Altschuler Financial Services Senior Associate And Wealth Advisor
18 Cert Matthew Palmer Lexington Physical Therapy Clinical Director

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Boston 169632
2 Financial services Companies in Cambridge 12312
3 Financial services Companies in Waltham 22572
4 Financial services Companies in Newton 10260
5 Financial services Companies in Burlington 10944
6 Financial services Companies in Woburn 8892
7 Financial services Companies in Needham 9576
8 Financial services Companies in Westborough 11628
9 Financial services Companies in Worcester 8208
10 Financial services Companies in Quincy 5472
11 Financial services Companies in Beverly 8892
12 Financial services Companies in Danvers 8892
13 Financial services Companies in Springfield 4788
14 Financial services Companies in Braintree 8892
15 Financial services Companies in Wellesley 6840
16 Financial services Companies in Framingham 2052
17 Financial services Companies in Brookline 3420
18 Financial services Companies in Wakefield 4788
19 Financial services Companies in Salem 4104
20 Financial services Companies in Canton 2052
21 Financial services Companies in Concord 2052
22 Financial services Companies in Norwell 3420
23 Financial services Companies in Wilmington 4104
24 Financial services Companies in Amherst 2736
25 Financial services Companies in Andover 4788
26 Financial services Companies in Marlborough 4104
27 Financial services Companies in Natick 1368
28 Financial services Companies in North Andover 4104
29 Financial services Companies in Bedford 684