Twelve Points Wealth Management - Concord, Massachusetts

Overview of Twelve Points Wealth Management

Located at 9 Pond Ln #3a, Concord, MA 01742, Twelve Points Wealth Management stands out as a reputable financial institution offering a range of services including financial consulting, financial planning, and investment management. The firm can be reached via phone at 9783189500. For those eager to delve deeper, their comprehensive website provides valuable insights into their services and philosophy.

Key Features and Accessibility

Twelve Points Wealth Management prides itself on its wheelchair accessible facilities, ensuring comfort and convenience for all visitors. The entrance, parking lot, and restrooms are all designed to be accessible, making the experience inclusive and welcoming. Moreover, the firm recommends appointments to ensure personalized service and timely consultations. This thoughtful approach to accessibility and customer service sets them apart in the financial industry.

Expertise and Recognition

With a strong emphasis on financial consulting and financial planning, Twelve Points is led by experts like Dave Clayman, who has been guiding clients for over five years. His leadership is rooted in the 12 Scout Principles, which have earned the company acclaim as an award-winning firm. Clients appreciate the firm's commitment to customer service, highlighting the personal touch that goes into each relationship.

Customer Opinions and Experience

Reviews on Google My Business speak volumes about the positive experiences clients have had with Twelve Points. With an average opinion of 4.7/5 based on just three reviews, it’s clear that the firm excels in delivering high-quality wealth management services. One reviewer noted the consistency of the firm's values and principles, suggesting a trustworthy and principled approach to wealth management.

Recommendation for Potential Clients

For individuals seeking a reliable and customer-centric wealth management firm, Twelve Points Wealth Management is highly recommended. Their emphasis on accessibility, combined with their expert team and positive client feedback, makes them a standout choice in the competitive financial services market.

To explore their offerings further or to schedule a consultation, potential clients are encouraged to visit their website or call 9783189500. Given the emphasis on appointments, arranging a time to discuss financial goals and strategies with one of their advisors is advised.

👍 Reviews of Twelve Points Wealth Management

Jason P.

5/5

I have known Dave Clayman for over five years and he consistently practices the 12 scout principles underlying their namesake. This is an award winning firm full of thought leaders who prioritize customer service. I would recommend Twelve Points to anyone looking for wealth management services.

David K.

4/5

Robert E.

5/5