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Concierge Wealth Management
- Investment Service
- Boston, MA
About this business
Location details
346 Commercial Street, Boston, MA, 02109, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:30 p.m. | |
| Tue | 9:00 a.m. to 6:30 p.m. | |
| Wed | 9:00 a.m. to 6:30 p.m. | |
| Thu | 9:00 a.m. to 6:30 p.m. | |
| Fri | 9:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been working with JB for several years now, and I couldn’t be more grateful for the guidance and support I’ve received. From the beginning, he took the time to understand my financial goals and created a clear, realistic plan to help me reach them. Over the years, he has helped me stay on track, make smart decisions, and feel confident about my financial future. His professionalism, honesty, and consistent communication makes him stand out. I always feel like my best interests come first, and any questions or concerns ... read more
JB is easy to work with and consistently has gone above and beyond what I expected of a Financial Advisor. He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing. He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm. The support JB provides is inclusive and he is willing to jump on phone calls... read more
I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking. JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financia... read more
I've been working with JB for about 2 years, and I couldn't be more impressed. Not only does he provide clear, thoughtful guidance tailored to my goals, but my portfolio performance has exceeded expectations - even in a challenging market (as we've seen more recently). I truly feel like my finances are in expert hands. Highly recommend!
I've entrusted my finances to JB for over six years, and I couldn't be more pleased with the support and expertise he provides. As someone without a finance background, I really appreciate how JB takes the time to explain financial and investment matters in terms that I can understand. He is incredibly thorough, often using graphs or charts to illustrate his points, and he ensures I feel comfortable and informed before making any decisions. After each conversation, JB sends me detailed notes, including action items and next... read more
Frequently asked questions about Concierge Wealth Management
How is Concierge Wealth Management rated?
Concierge Wealth Management has a 5 star rating with 14 reviews.
When is Concierge Wealth Management open?
Concierge Wealth Management is closed now. It will open tomorrow at 9:30 a.m.