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Concord Wealth Management

  • Investment Service
  • Waltham, MA
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About this business

FinanceInvestment Service

Here at Concord Wealth Management, we understand that individuals face unique challenges as they prepare for their futures. And we're here to help. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial objectives. Let our professionals take the mystery out of preparing for today and tomorrow. Let's work together through all stages of your life. 

Location details

230 Third Avenue 6th Floor, Waltham, MA, 02451, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.06 reviews
Evan Georgopoulos's profile image
Evan Georgopoulos 
3 years ago

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 

joseph Bottari's profile image
joseph Bottari 
5 years ago

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! 

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Stephen Ferreira 
3 years ago

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. 

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Chris Dennis 
7 years ago

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. 

Adam Donaldson's profile image
Adam Donaldson 
3 years ago

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 

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Frequently asked questions about Concord Wealth Management

How is Concord Wealth Management rated?

Concord Wealth Management has a 5 star rating with 6 reviews. 

When is Concord Wealth Management open?

Concord Wealth Management is closed now. It will open on Monday at 8:00 a.m.