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Massachusetts Financial Services Directory

Your complete guide to financial regulators, tax agencies, consumer protection offices, and more in Massachusetts (MA). Capital: Boston.

Banking Regulator

Massachusetts’s official banking regulator office and contact information.

Massachusetts Division of Banks

Regulates state-chartered banks, credit unions, and other financial institutions in Massachusetts.

Address: 1000 Washington Street, 10th Floor, Boston, MA 02118
Phone: (617) 956-1500
Website: https://www.mass.gov/orgs/division-of-banks

Tax Agency

Massachusetts’s official tax agency office and contact information.

Massachusetts Department of Revenue

Administers Massachusetts' tax laws including income tax, sales tax, and estate tax.

Address: 100 Cambridge Street, Boston, MA 02114
Phone: (617) 887-6367
Website: https://www.mass.gov/orgs/massachusetts-department-of-revenue

Consumer Protection

Massachusetts’s official consumer protection office and contact information.

Massachusetts Attorney General - Consumer Protection Division

Handles consumer complaints and enforces consumer protection laws in Massachusetts.

Address: One Ashburton Place, 18th Floor, Boston, MA 02108
Phone: (617) 727-8400
Website: https://www.mass.gov/orgs/the-attorney-generals-office

Securities Regulator

Massachusetts’s official securities regulator office and contact information.

Massachusetts Securities Division

Regulates the offer and sale of securities and the securities industry in Massachusetts.

Address: One Ashburton Place, Room 1701, Boston, MA 02108
Phone: (617) 727-3548
Website: https://www.sec.state.ma.us/sct/

Insurance Commissioner

Massachusetts’s official insurance commissioner office and contact information.

Massachusetts Division of Insurance

Regulates the insurance industry and protects insurance consumers in Massachusetts.

Address: 1000 Washington Street, Suite 810, Boston, MA 02118
Phone: (617) 521-7794
Website: https://www.mass.gov/orgs/division-of-insurance

Additional Resources

Additional financial resources and industry associations in Massachusetts.

Massachusetts Bankers Association

Website: https://www.massbankers.org/

Registered Investment Advisors in Massachusetts

SEC-registered investment advisory firms operating in Massachusetts.

Fidelity Investments

Mutual funds, brokerage, retirement plan services, wealth management

CRD #: 7784
Address: 245 Summer Street, Boston, MA 02210
AUM: $4.5T
Website: www.fidelity.com

Putnam Investments

Mutual funds, institutional investment, retirement solutions

CRD #: 10484
Address: 100 Federal Street, Boston, MA 02110
AUM: $170B
Website: www.putnam.com

Loomis Sayles

Fixed income, equity, multi-asset investment management

CRD #: 105563
Address: One Financial Center, Boston, MA 02111
AUM: $310B
Website: www.loomissayles.com

Eaton Vance

Mutual funds, wealth management, institutional investing

CRD #: 105588
Address: Two International Place, Boston, MA 02110
AUM: $680B
Website: www.eatonvance.com

Grantham Mayo Van Otterloo (GMO)

Institutional investment management, asset allocation

CRD #: 6377
Address: 40 Rowes Wharf, Boston, MA 02110
AUM: $61B
Website: www.gmo.com

FDIC-Insured Banks in Massachusetts

Major banks with significant branch presence in Massachusetts.

Eastern Bank

FDIC Cert #: 57533
Address: 265 Franklin Street, Boston, MA 02110
Total Assets: $23B
Branches in Massachusetts: 80
Website: www.easternbank.com

Rockland Trust

FDIC Cert #: 27484
Address: 288 Union Street, Rockland, MA 02370
Total Assets: $20B
Branches in Massachusetts: 90
Website: www.rocklandtrust.com

Brookline Bancorp

FDIC Cert #: 26642
Address: 131 Clarendon Street, Boston, MA 02116
Total Assets: $11B
Branches in Massachusetts: 52
Website: www.brooklinebank.com

Citizens Bank (Massachusetts)

FDIC Cert #: 14549
Address: One Citizens Plaza, Providence, RI 02903
Total Assets: $222B
Branches in Massachusetts: 180
Website: www.citizensbank.com

Credit Unions in Massachusetts

NCUA-insured credit unions serving Massachusetts residents.

Digital Federal Credit Union (DCU)

Charter #: 8614
Address: 220 Donald Lynch Boulevard, Marlborough, MA 01752
Total Assets: $10.5B
Members: 900,000
Website: www.dcu.org

Rockland Federal Credit Union

Charter #: 5949
Address: 241 Union Street, Rockland, MA 02370
Total Assets: $1.8B
Members: 95,000
Website: www.rocklandfcu.org

Metro Credit Union

Charter #: 5879
Address: 200 Revere Beach Parkway, Chelsea, MA 02150
Total Assets: $2.8B
Members: 120,000
Website: www.metrocu.org

Data Sources: Investment advisor data from SEC IAPD. Bank data from FDIC BankFind. Credit union data from NCUA. Last verified: March 2026.

Disclaimer: This directory is provided for informational purposes only. Addresses, phone numbers, and office hours are subject to change. We recommend verifying details directly with each agency before visiting or calling. Last updated: March 2026. myUSFinance is not affiliated with any government agency.

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