Pension & Wealth Management Advisors - Waltham, Massachusetts

Pension & Wealth Management Advisors

Located in Waltham, Massachusetts, Pension & Wealth Management Advisors is a reputable financial services firm that provides expert guidance to individuals and families seeking to manage their wealth and achieve their long-term financial goals.

Specialties

The company's specialists offer a range of financial services, including:

• Financial advisor: Providing personalized advice on investment strategies, retirement planning, and estate planning.
• Financial consultant: Offering expert guidance on financial planning, wealth management, and investment management.
• Financial institution: Managing financial assets, investments, and wealth for individuals and families.
• Financial planner: Creating customized financial plans to help clients achieve their financial objectives.
• Investment service: Offering investment solutions, including portfolio management and investment advice.

Address and Contact Information

The company's office is located at:

800 South St Suite 160, Waltham, MA 02453, United States.

Phone: 7818100800.

Website: pensionwealth.com.

Other Points of Interest

The company's office is wheelchair-accessible, with a wheelchair-accessible car park and entrance.

Opinions

Based on 15 reviews on Google My Business, Pension & Wealth Management Advisors has an average rating of 5/5, indicating a high level of satisfaction among clients.

Reviewers praise the company's professionals for their helpfulness, professionalism, and communicativeness. Many clients appreciate the company's focus on their best interests and the time taken to explain complex financial concepts in a clear and concise manner.

Some reviewers have noted the company's ability to provide valuable feedback and guidance on long-term plans, such as insurance options, without any pressure or sales tactics.

Overall, Pension & Wealth Management Advisors appears to be a reputable and trustworthy financial services firm that offers expert guidance and personalized support to its clients.

👍 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 🙂