Broker Check

Concord Wealth Management Selected as Top Boston Financial Advisor



Concord Wealth Management was recently named a Top Boston Financial Advisor by Expertise.com, which curates lists of the best local professionals in each US city. Expertise.com surveyed Boston area financial advisors and evaluated them on the following criteria:

  • Reputation: A history of delighted customers as a signal of outstanding service.
  • Credibility: Building customer confidence with licensing, industry accreditations, and awards.
  • Experience: Masters of their craft, based on years of practical experience and education.
  • Availability: Consistently approachable and responsive, so customers never feel ignored.
  • Professionalism: Providing customers a seamless experience both online and off. 

Expertise.com stated:

“Concord Wealth Management is a team of seasoned financial advisors in Waltham. The firm caters to millennials, retirees, and anyone seeking to make sound investment decisions, and it gives back to the community through Habitat for Humanity and other charities. Concord Wealth Management shares valuable information through its website, including the article “What Can a Million Dollars Buy for You?,” and it also offers a free, downloadable mobile app that enables clients to ask questions and receive market updates.”

Of the more than 150 Boston area firms reviewed, Concord Wealth Management was chosen as one of their top 17 Boston area financial advisors.