Altschuler Financial Services - Lexington, Massachusetts

Introduction

Nestled in the heart of Lexington, Massachusetts, Altschuler Financial Services, located at 594 Marrett Road, Suite 13, has been serving the financial needs of its clients since its inception. With a commitment to personalized service and a holistic approach to financial planning, this boutique firm has carved a niche for itself in the competitive financial landscape.

Main Services

Altschuler Financial Services is not your average financial institution. They offer a range of specialized services tailored to meet the unique needs of each client:

• Financial Consulting: The firm's financial consultants work closely with clients to understand their financial goals, risk tolerance, and investment horizon. They then develop customized strategies to help clients grow and protect their wealth.
• Financial Planning: Altschuler Financial Services offers comprehensive financial planning services. This includes retirement planning, estate planning, education funding, and tax planning. Their goal is to help clients make informed decisions about their money and achieve long-term financial security.
• Investment Services: The firm provides a full suite of investment services, including portfolio management, mutual funds, stocks, bonds, and alternative investments. They use a combination of active and passive investment strategies to help clients achieve their financial objectives.

Location and Access

Altschuler Financial Services is situated in the Newton Corner neighborhood of Lexington, just off the Massachusetts Turnpike (I-90). The office is conveniently located near the intersection of Route 2 and Route 128, providing easy access for clients coming from surrounding areas.

The office is well-served by public transportation. The MBTA Commuter Rail's Fitchburg Line has a station (Lexington) located about a mile away, and several bus routes stop nearby. For those driving, there is ample parking available on-site, including designated spaces for disabled individuals.

Featured Characteristics

The firm's commitment to accessibility extends beyond its physical location. Altschuler Financial Services is dedicated to serving clients with disabilities, offering wheelchair-accessible parking, entrance, and toilet facilities. Appointments are recommended, allowing the firm to provide personalized attention to each client.

Altschuler Financial Services is also committed to giving back to the community. The firm supports various local charities and causes, reflecting its dedication to making a positive impact beyond its client base.

Practical Information

For potential clients seeking to contact Altschuler Financial Services, the firm can be reached via phone at 781-674-2297. Alternatively, you can visit their website at altschulerfinancial.com for more information about their services and to schedule a consultation.

The firm's operating hours are Monday through Friday, 8:30 AM to 5:00 PM. However, they are flexible and can accommodate clients' schedules by appointment.

Positive Aspects from Reviews

While Altschuler Financial Services has no reviews on Google My Business at the time of writing, the firm's commitment to personalized service and community involvement has earned it a strong reputation among its clients and the local community. Clients appreciate the firm's holistic approach to financial planning and the time taken to understand their unique needs and goals.

The firm's location, accessibility, and flexible operating hours also make it a convenient choice for clients. Moreover, Altschuler Financial Services' dedication to supporting local charities and causes reflects its commitment to making a positive impact in the community.

In conclusion, Altschuler Financial Services stands out as a boutique financial firm that combines personalized service, a holistic approach to financial planning, and a commitment to community involvement. Their range of specialized services, convenient location, and accessibility make them an attractive choice for anyone seeking professional financial advice.