Concord Wealth Management 3rd Ave, Waltham

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

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!

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.

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.

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

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!