Chamber of Commerce

      The 401K Concierge

      ( 2 Reviews )

      The 401K Concierge
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      3.0 - (2 reviews)
      1
      0
      0
      0
      1
      Read Our 2 Reviews

      Chamber Rating

      Verified Member
      3.0 - (2 reviews)
      1
      0
      0
      0
      1
      › ‹
      • J W

        I was a new client trying to reach out to transfer assets and was surprised my account manager Mark would not return calls or emails for 6 months. After leaving several more VM.s with secretary I eventually gave up and moved my business to another firm. It's very difficult to trust a firm that would behave this unprofessional.
        Aug 24th, 2021

      • Donna Matlock

        I have found in experiences with Skip, Julie, Kevin and Zack: professionalism as they have provided me with timely,clear... information to make informed decisions. Top notch Customer Service as relationships have been established and built. Thank you Team for your knowledge and caring!
        Jun 28th, 2019

      Read Our 2 Reviews

      About
      The 401K Concierge

      We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

      Contact Info

      Images

      Questions & Answers

      Q What is the phone number for The 401K Concierge?

      A The phone number for The 401K Concierge is: (781) 446-5008.

      Q Where is The 401K Concierge located?

      A The 401K Concierge is located at 160 Gould Street Suite 212, Suite 212, Needham Heights, MA 02494

      Q What is the internet address for The 401K Concierge?

      A The website (URL) for The 401K Concierge is: https://www.the401kconcierge.net/

      Q What days are The 401K Concierge open?

      A The 401K Concierge is open:
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM
      Friday: 8:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM
      Tuesday: 8:00 AM - 5:00 PM

      Q How is The 401K Concierge rated?

      A The 401K Concierge has a 3.0 Star Rating from 2 reviewers.

      Hours

      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      The 401K Concierge

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      1
      0
      0
      0
      1
      Write a Review

      J W on Google

      image I was a new client trying to reach out to transfer assets and was surprised my account manager Mark would not return calls or emails for 6 months. After leaving several more VM.s with secretary I eventually gave up and moved my business to another firm. It's very difficult to trust a firm that would behave this unprofessional.

      Donna Matlock on Google

      image I have found in experiences with Skip, Julie, Kevin and Zack: professionalism as they have provided me with timely,clear... information to make informed decisions. Top notch Customer Service as relationships have been established and built.
      Thank you Team for your knowledge and caring!

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      1
      0
      0
      0
      1

      Write a Review

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