Investment Management Services locations near Charlestown, MA

Showing 1–10 of 10 results

Our Charlestown, MA directory covers 10 investment management services listings in 5 ZIP codes. Listings here were last checked in Sep 2026.

Morgan Stanley - Private Wealth Management

📍 125 High St 22nd Floor 22nd Fl, Boston, MA, 02110

📞 617-757-8800

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Charlesbank

📍 200 Clarendon, Boston, MA, 02116

📞 617-619-5400

Locally owned and operated. See us for all your needs.

Lasalle Investment Management

📍 214 Hanover St, Boston, MA, 02113

📞 617-720-4498

Boston Trust & Investment Management

📍 1 Beacon St Ste 3310, Boston, MA, 02108

📞 617-726-7250

🌐 investmentcorner.net

Updated Sep 2026

Pelican Investment Management

📍 1 Boston Pl, Boston, MA, 02108

📞 617-757-8700

🌐 pelicanim.com

Pelican Investment Management is an investment services firm located in Boston, Massachusetts. The firm offers asset allocation, asset management, individual services, and wealth management. Clients in the Boston area can seek assistance with their investment strategies and financial planning needs.

Penobscot Investment Management Co Inc

📍 50 Congress St Ste 410, Boston, MA, 02109

📞 617-227-7467

🌐 pimboston.com

Essex Investment Management

📍 125 High St Fl 29, Boston, MA, 02110

📞 617-342-3200

🌐 essexfunds.net

Longfellow Investment Management

📍 295 Devonshire St Fl 6, Boston, MA, 02110

📞 617-695-3504

🌐 longfellowinvestment.com

Cadence Capital Management

📍 265 Franklin St Ste 1100, Boston, MA, 02110

📞 617-443-1198

🌐 cadencecapital.com

Updated Sep 2026

Fidelity Investments

📍 82 Devonshire St, Boston, MA, 02109

📞 617-573-9477

🌐 fidelity.com

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