Concord Wealth Management-0
Concord Wealth Management-0
Financial Planner

Concord Wealth Management 3rd Ave, Waltham, Massachusetts

3.7
(6)Check map
Phone:
(781) 966-2980
Website:
https://www.cwmofnewengland.com/
Address:
230 3rd Ave 6th floor, Waltham, MA 02451
Hours:
Thursday9AM–5PM
CLOSE

    Services

    • Education savings consulting

    • Estate planning

    • Financial planning

    • Insurance purchase consulting

    • Investment advising

    • Retirement savings consulting

    • Brokerage Accounts

    • Business Owner Policies

    • College Plans

    • Credit Cards

    • Dog Bites And Homeowners Insurance

    • Educational Ira

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    Concord Wealth Management Reviews

    3.7 stars based on 6 reviews

    Featured Comments:

    • S

      Stephen Ferreira

      5.0

      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.

    • E

      Evan Georgopoulos

      5.0

      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

    • A

      Adam Donaldson

      1.0

      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

    More reviews (3)

    Payday Loan Calculator

    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Thursday :9AM–5PM
    • Friday :9AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :9AM–5PM
    • Tuesday :9AM–5PM
    • Wednesday :9AM–5PM
    click

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    FAQs

    • 1. How to Contact Concord Wealth Management?

      Please Call (781) 966-2980. You can submit contact form on their site.

    • 3. What Loans Can Concord Wealth Management Offer?

      Concord Wealth Management provides services in the following:Education savings consultingEstate planningFinancial planningInsurance purchase consultingInvestment advisingClick here now to find more details from Concord Wealth Management.

    • 5. Does Concord Wealth Management Perform as an Agency or a Lender?

      Concord Wealth Management is a Financial planner open for all kinds of loans. Besides, you can try WeLoans which can connect you with the best lenders for you to compare.

    • 2. What's the Location of Concord Wealth Management?

      230 3rd Ave 6th floor, Waltham, MA 02451 may be the address of Concord Wealth Management. You can find more nearby loan stores in Massachusetts here.

    • 4. How Can I Obtain a Loan at Concord Wealth Management?

      You can apply on their website whenever you want to take loans.

    • 6. What if I Can't Repay My Loan On Time?

      You need to talk to your lender for negotiation before you commit a breach of contract if you can't repay the debt.

    • 7. Does Concord Wealth Management Accept People with Low Credit Scores?

      Sure, feel free to contact them for more details before you borrow money.