Chamber of Commerce

      Concord Wealth Management

      ( 9 Reviews )

      Concord Wealth Management
      Listing Incorrect?
      Listing Incorrect?

      Hours

      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
      Wednesday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      3.7 - (9 reviews)
      6
      0
      0
      0
      3
      Read Our 9 Reviews

      Chamber Rating

      Verified Member
      3.7 - (9 reviews)
      6
      0
      0
      0
      3
      › ‹
      • Stephen Ferreira

        I have been working with CWM for the past year. They have helped my wife and I (both self employed) set up a better financial structure and have been great to work with. These guys are easy going and honest and I'm glad to have them as our advisors.
        Dec 31st, 2020

      • Alexandra Swan


        Sep 5th, 2020

      • Evan Georgopoulos

        2+ years working with multiple advisors.. I have life insurance as well as other investments with concord wealth. I’ve gotten great, professional advice and honestly my life is so much less stressful knowing I have a team of people on my side. Convenient and always willing to go the extra mile to help and answer questions about my financials. Much appreciated
        Jun 14th, 2020

      • Nicholas Sahagian


        Mar 31st, 2020

      • Adam Donaldson

        This place clearly does not train their advisors. They just try to sell you life insurance. This place had no repect for the customers or employees. Go to a real wealth management firm if you want help not this breading ground for frauds
        Dec 10th, 2019

      Read Our 9 Reviews

      About
      Concord Wealth Management

      Here at Concord Wealth Management, we understand that individuals face unique challenges as they prepare for their futures. And we're here to help. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial objectives. Let our professionals take the mystery out of preparing for today and tomorrow. Let's work together through all stages of your life.

      Contact Info

      Services

      • Investments
      • Financial Planning
      • Insurance

      Images

      Questions & Answers

      Q What is the phone number for Concord Wealth Management?

      A The phone number for Concord Wealth Management is: (781) 966-2980.

      Q Where is Concord Wealth Management located?

      A Concord Wealth Management is located at 230 Third Avenue 6th Floor, Waltham, MA 02451

      Q What is the internet address for Concord Wealth Management?

      A The website (URL) for Concord Wealth Management is: https://www.cwmofnewengland.com/

      Q What days are Concord Wealth Management open?

      A Concord Wealth Management is open:
      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
      Wednesday: 8:00 AM - 5:00 PM

      Q How is Concord Wealth Management rated?

      A Concord Wealth Management has a 3.7 Star Rating from 9 reviewers.

      Hours

      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
      Wednesday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      Concord Wealth Management

      Overall Rating

      Overall Rating
      ( 9 Reviews )
      6
      0
      0
      0
      3
      Write a Review

      Stephen Ferreira on Google

      image I have been working with CWM for the past year. They have helped my wife and I (both self employed) set up a better financial structure and have been great to work with. These guys are easy going and honest and I'm glad to have them as our advisors.

      Alexandra Swan on Google

      image

      Evan Georgopoulos on Google

      image 2+ years working with multiple advisors.. I have life insurance as well as other investments with concord wealth. I’ve gotten great, professional advice and honestly my life is so much less stressful knowing I have a team of people on my side. Convenient and always willing to go the extra mile to help and answer questions about my financials. Much appreciated

      Nicholas Sahagian on Google

      image

      Adam Donaldson on Google

      image This place clearly does not train their advisors. They just try to sell you life insurance. This place had no repect for the customers or employees. Go to a real wealth management firm if you want help not this breading ground for frauds

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 9 Reviews )
      6
      0
      0
      0
      3

      Write a Review

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