Store Directory > Installment Loans Near Me > Massachusetts > Waltham > Concord Wealth Management
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Financial planner

Concord Wealth Management 3rd Ave, Waltham

3.7
(6)
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Phone:

(781) 966-2980

Website:

https://www.cwmofnewengland.com/

Address:

230 3rd Ave 6th floor, Waltham, MA 02451

Check map
Services:

Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Brokerage Accounts, Business Owner Policies, College Plans,

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    Concord Wealth Management Reviews

    3.7
    6 Reviews

    • E

      Evan Georgopoulos
      5

      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

    • j

      joseph Bottari
      5

      My experience with Concord Wealth Management was excellent. Omama Marzuq was exceptional. She has great relationships with her clients and they call her a friend! Her depth of understanding of painting a financial picture was extremely helpful and she helps get you to where you want to go. Omama is the best!

    • S

      Stephen Ferreira
      5

      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.

    • C

      Chris Dennis
      1

      Representatives from Concord Wealth Management have been calling employees at my office stating that our HR department has appointed them to come to our office and they are trying to set up financial planning appointments on site at our office. However, our company is not affiliated with Concord Wealth Management nor have we done any business with them in the past. This is not a service our HR is offering. Deceitful.

    • A

      Adam Donaldson
      1

      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

    • C

      Christa E
      5

      Jeff knows his stuff. If you are looking for sound financial advice from someone who will give it to you straight, he's your guy!

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    FAQs

    • 1. How Can I Reach Out to Concord Wealth Management?

      You may contact them at the phone number (781) 966-2980. You may also check out their website and submit your personal info.

    • 3. What Can I Get From Concord Wealth Management?

      Concord Wealth Management is known to provide services including: '
      • Education savings consulting
      • Estate planning
      • Financial planning
      • Insurance purchase consulting
      • Investment advising
      ' If you have a consistent income, you may also get a payday loan.

    • 5. Is Concord Wealth Management an Agency or a Lender?

      Concord Wealth Management is a Financial planner that provides loans of all kinds including high-approval-rate personal loans.

    • 2. What Is the Location of Concord Wealth Management? How to Go to Its Store?

      The address of Concord Wealth Management is 230 3rd Ave 6th floor, Waltham, MA 02451. Use an online map for directions.

    • 4. How Can I Take Out A Loan at Concord Wealth Management?

      You can submit your personal info on their website to apply for a loan. If you feel like learning about other possible solutions, take a look at US Installment Loans and see what it has to offer.

    • 6. What Should I Do if I Can't Repay My Loan?

      Contact the lender and reach an agreement as soon as possible. You should know, however, if it"s an auto title loan, your vehicle will be took by the lender when you default. Click here for more information on title loans.

    • 7. Can I Take Out a Loan From Concord Wealth Management With A Bad Credit Score?

      Yes, you can. But carefully go through the offers as there can be predatory terms when it comes to bad credit loans.