Concord Wealth Management 3rd Ave, Waltham
(781) 966-2980
https://www.cwmofnewengland.com/
230 3rd Ave 6th floor, Waltham, MA 02451
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
- Gap Insurance
- Insurance Needs Assessment
- Insurance Programs
- Investing Strategies
- Investment Options
- Investment Portfolio
- Irs Audit
- Life Insurance
Concord Wealth Management Reviews
E
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
S
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.
A
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
j
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!
C
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.
C
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!
Nearby Loan Stores in Waltham
FAQs
1. How Can I Contact Concord Wealth Management?
You can call Concord Wealth Management via (781) 966-2980. You can use our online platform to submit your loan request as well.3. What Kind Of Services Can I Get From Concord Wealth Management?
Concord Wealth Management offers various loan services: '- Education savings consulting
- Estate planning
- Financial planning
- Insurance purchase consulting
- Investment advising
5. Is Concord Wealth Management An Agency Or A Lender?
Concord Wealth Management is a Financial planner that accepts all kinds of loan requests including installment loans online. In addition, iPaydayLoans, as an online loan broker, can connect our customers with our online partner lenders to get easy and fast online loans.
2. How Can I Find the Location of Concord Wealth Management?
Concord Wealth Management is located at 230 3rd Ave 6th floor, Waltham, MA 02451. You will find their address easily on the map and visit them in no time.4. How Can I Get A Loan At Concord Wealth Management?
You can fill in our easy-to-use online form on their website. If you need addition financial assistance, you can always visit iPaydayLoans to see what's available for you.6. What Will Happen If I Am Not Able To Pay Back My Loan?
You can always contact your lender if you have issue paying your loans. Your lender may change your repayment due dates for you to cope with your current financial status. Visit our online platform to learn more information if, for example, you defaulted on your title loans online.7. Can I Get Loans With Bad Credit from Concord Wealth Management?
Yes, it is possible to get loans with bad credit such as personal loans online from them. You can contact the loan service providers for detailed information regarding loan requirements. You can also visit our online loan platform to get instant loan offers with easy conditions.