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Wingate Financial Group, Inc.

Wingate Financial Group, Inc.

(781) 862-7100

Wingate Financial Group, Inc.

32 years in business
450 Bedford St Ste 3
Lexington, MA 02420-1520
Fax Numbers
  • (781) 861-9707
BBB File Opened: 12/31/1985
Business Started: 08/02/1985
Business Incorporated: 08/02/1985 in MA
Type of Entity
Business Management
  • Mr. Jeffrey White, President
  • Mr. Peter Frailey, Principal
  • Ms. Elizabeth Gustin, Director of Finance
  • Ms. Carol Khouri, Principal
  • Mr. Matthew Lasker, Principal
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Retirement Planning Services
  • Investment Management

Number of Employees: 



Wingate Financial Group, Inc. offers financial and retirement planning, as well as investment management.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Wingate Financial Group, Inc.

This Business Is Not BBB Accredited

Wingate Financial Group, Inc.

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