Pension & Wealth Management Advisors - Waltham, Massachusetts

Address: 800 South St Suite 160, Waltham, MA 02453, United States.
Phone: 7818100800.
Website: pensionwealth.com
Specialties: Financial advisor, Financial consultant, Financial institution, Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Pension & Wealth Management Advisors

Pension & Wealth Management Advisors 800 South St Suite 160, Waltham, MA 02453, United States

☎️7818100800

⏰ Open Hours of Pension & Wealth Management Advisors

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Pension & Wealth Management Advisors

Pension & Wealth Management Advisors is a prominent financial institution situated at Address: 800 South St Suite 160, Waltham, MA 02453, United States. You can reach them via phone at 781-810-0800, or visit their website at pensionwealth.com.

Specialties

Financial advisor
Financial consultant
Financial institution
Financial planner
Investment service

Other Points of Interest

Wheelchair-accessible car park
Wheelchair-accessible entrance

Opinions and Ratings

This company has 15 reviews on Google My Business, with an average rating of 5/5. Clients often comment on the professionalism, helpfulness, and clear focus on clients' best interests. For instance, one client shared, "From my first communication with Pension and Wealth Management Advisors, everyone has been nothing but helpful, professional, and communicative." Another client appreciated the company's approach to long-term planning, stating, "George and Jim recently gave me important feedback on some long term plans I was considering. It is clear they are focused on their clients' best interests."

Pension & Wealth Management Advisors stands out for its commitment to client communication and tailored investment strategies. Their location in Waltham, Massachusetts, offers convenient access to clients in the area. The company's wheelchair-accessible facilities ensure inclusivity for all clients. With a strong focus on financial planning and investment services, they cater to a wide range of clients seeking expert financial advice.

👍 Reviews of Pension & Wealth Management Advisors

Pension & Wealth Management Advisors - Waltham, Massachusetts

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.