Concord Wealth Management - Wakefield, Massachusetts

Concord Wealth Management: A Comprehensive Overview

Concord Wealth Management, located at 701 Edgewater Dr Suite 310, Wakefield, MA 01880, is a reputable firm dedicated to providing top-notch financial planning, insurance services, and investment solutions to its clients. With a phone number of 819662980, the company strives to cater to the diverse needs of individuals seeking a reliable financial partner.

Specialties and Services Offered

• Financial Planner: Concord Wealth Management offers personalized financial planning services to help clients achieve their long-term financial goals.
• Insurance Agency: The firm provides comprehensive insurance solutions tailored to protect clients' assets and provide peace of mind.
• Investment Service: With their in-depth knowledge of the market, Concord Wealth Management assists clients in making informed investment decisions.

Accessibility and Convenience

Concord Wealth Management ensures that clients with disabilities can easily access their services. The firm offers a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. To ensure a personalized experience, it is recommended to make an appointment prior to visiting the office.

Client Opinions and Testimonials

With 8 reviews on Google My Business, Concord Wealth Management has garnered a solid reputation within the community. The firm holds an average opinion rating of 4/5, showcasing the satisfaction of its clientele. One notable testimonial highlights the exceptional service provided by Omama Marzuq, who is praised for her deep understanding of financial planning and her ability to build strong relationships with clients, often referring to her as a trusted friend.

Concord Wealth Management stands out in the industry for its commitment to personalized service, expertise, and accessibility. Whether you are seeking financial planning, insurance solutions, or investment guidance, Concord Wealth Management is well-equipped to assist you in reaching your financial goals. To learn more about their services or to schedule an appointment, visit their office at 701 Edgewater Dr Suite 310, Wakefield, MA 01880 or call 819662980. Experience the dedication and professionalism of Concord Wealth Management today

👍 Reviews of Concord Wealth Management

joseph B.

5/5

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!

Evan G.

5/5

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

Stephen F.

5/5

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.

Adam D.

1/5

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

Christa E.

5/5

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!

Nicholas S.

5/5

Alexandra S.

5/5

Ethan R.

1/5