Pension & Wealth Management Advisors - Waltham, Massachusetts

Pension & Wealth Management Advisors: A Comprehensive Review

Pension & Wealth Management Advisors, located at 800 South St Suite 160, Waltham, MA 02453, United States, is a professional firm dedicated to providing expert financial services to its clients. With a phone number of 7818100800 and a website at pensionwealth.com, the company specializes in areas such as financial advisor, financial consultant, financial planner, and investment services.

Accessibility Features

The firm has taken steps to ensure accessibility for all clients. It offers a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and convenience.

Client Reviews

With 15 reviews on Google My Business, Pension & Wealth Management Advisors maintains an impressive average rating of 5/5, indicating high client satisfaction. One client praised the company's staff for being 'nothing but helpful, professional, and communicative,' highlighting their expertise and client-focused approach. Another client appreciated the company's ability to provide 'important feedback on some long term plans' without any pressure, demonstrating their commitment to their clients' best interests.

Specialties and Services

The firm's specialties include:

• Financial Advisor: Providing expert guidance on financial matters to help clients make informed decisions.
• Financial Consultant: Offering personalized financial advice tailored to each client's unique situation.
• Financial Planner: Developing comprehensive financial plans to help clients achieve their long-term goals.
• Investment Services: Managing clients' investments to help them grow their wealth.

These services reflect the firm's holistic approach to wealth management, aiming to provide clients with a comprehensive suite of financial services.

Why Choose Pension & Wealth Management Advisors

Pension & Wealth Management Advisors stands out in the industry for several reasons. Firstly, their commitment to client satisfaction is evident in their high review score and positive client testimonials. Secondly, their accessibility features demonstrate a dedication to inclusivity and convenience. Lastly, their wide range of specialties and services indicates a comprehensive understanding of financial management, allowing them to serve their clients' diverse needs.

The firm's location in Waltham, MA, puts it in a prime position to serve the local community, with easy access to major transportation links. This, combined with their professional and client-focused approach, makes Pension & Wealth Management Advisors an excellent choice for anyone seeking expert financial advice and services.

👍 Reviews of Pension & Wealth Management Advisors

David C.

5/5

From my first communication with Pension and Wealth Management Advisors, everyone has been nothing but helpful, professional, and communicative. George and Jim recently gave me important feedback on some long term plans I was considering (e.g., insurance options). I appreciate how good they were at getting me to think about different options and potential impacts without any pressure. It is clear they are focused on their clients' best interests.

Eiman K.

5/5

Neil and Team,

I would like to take a moment to express my appreciation for your financial guidance over the last few years.

Your expertise and personalized approach have made a significant difference in my family’s life. Thank you so much!!

Eiman and Dalia

tyler G.

5/5

George and his advisors are incredible. Very knowledgeable and strategic. Wouldn’t want to have anybody else in my corner helping me out with finance!

Sean K.

5/5

The PWM team is outstanding. It's proper concierge wealth management - old school relationship banking and financial management at it's best (they even have in house M&A). George had a lengthy career in institutional asset management so the bar in terms of level of professionalism and understanding of the markets is set very high.

Joan C.

5/5

George and his team are exceptional.

Holly S.

5/5

Pension & Wealth is the best! My advisor, Anna really knows how to work with women entrepreneurs. She has been so helpful and supportive.

Evan G.

5/5

I fall asleep right away at 10:30pm and don’t wake up until 7am knowing that my assets are being taken care of by PWMG!

Emersyn G.

5/5

THE PENSION WEALTH TEAM IS HANDS DOWN THE BEST!!! Thank you for helping me 🙂