First Command's Financial Advisors in Lexington, MA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future and thought I could help them more directly by becoming a Financial Advisor. When I’m not working, I love traveling to interesting places with my... Read More about Fran Petrangelo - Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Burlington is here for you, serving the area north of Boston and neighboring towns, including Waltham and Woburn. Whether you’re accumulating wealth, transitioning into retirement or strengthening your... Read More about Edelman Financial Engines

I value the opportunity to work with individuals and their families to help them reach their financial goals. I work collaboratively with my clients to help grow and protect their wealth through comprehensive financial planning. In my spare time, I enjoy spending time with my family and friends, golfing and traveling. EFE may request that clients share their experiences. No... Read More about Stephen Freedman - Edelman Financial Engines

Since I believe there is a balance between money, health and happiness, I consider myself somewhat of a “financial therapist.” Throughout my career, I’ve never lost sight of the fact that financial planning is fluid and not just about numbers and dollar signs. Outside of work, I'm a nerd – I enjoy board games, puzzles, home renovation projects and refereeing... Read More about Josh Andreasen - Edelman Financial Engines

For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when... Read More about Mercer Advisors - Burlington

Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients.

Dan Ferris joined First Command Financial Services as a Financial Advisor in January 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. Dan has a Bachelor's degree in Electrical Engineering from Norwich University and a Master's degree in Business Administration from UNC-Chapel Hill as well as a... Read More about First Command Financial Advisor - Dan Ferris

Kristina Patt joined First Command Financial Services as a Financial Advisor in April 2018, following a 8-year career in the United States Army, where she attained the rank of Captain. Kristina understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate... Read More about First Command Financial Advisor - Kristina Patt