Pension & Wealth Management Advisors - Waltham, Massachusetts

Pension & Wealth Management Advisors: Expert Financial Planning in Waltham, MA

Pension & Wealth Management Advisors, located at 800 South St Suite 160, Waltham, MA 02453, United States, is a distinguished financial institution that has been providing comprehensive financial services to its clients since its inception. The company's phone number is 7818100800, and their official website can be found at pensionwealth.com.

Specialties and Expertise

• Financial Advisor: PWMA offers expert guidance on wealth accumulation, retirement planning, and investment strategies.
• Financial Consultant: Their team provides personalized financial advice tailored to each client's unique needs and goals.
• Financial Planner: They help clients create effective financial plans that address their current and future financial needs.
• Investment Service: PWMA manages investment portfolios and provides clients with access to a wide range of investment products.

Client-Focused Approach

According to client reviews, Pension & Wealth Management Advisors is commended for its client-centered approach. One client praised the team's professionalism, communication, and ability to provide important feedback without pressure, stating, "It is clear they are focused on their clients' best interests."

Location and Accessibility

The office is conveniently located in Waltham, MA, offering easy access to clients in the surrounding areas. Additionally, the office is wheelchair-accessible, with both a wheelchair-accessible car park and entrance, ensuring that all clients can access their services with ease.

Client Reviews and Opinions

Pension & Wealth Management Advisors has garnered a total of 15 reviews on Google My Business, with an impressive average rating of 5/5. This high rating is a testament to the company's commitment to client satisfaction and the quality of their financial services.

In conclusion, Pension & Wealth Management Advisors is a trusted financial institution that offers a wide range of financial services to help clients manage their wealth and plan for the future. With a client-focused approach, accessible location, and an impressive track record, PWMA is an excellent choice for anyone seeking expert financial guidance in Waltham, MA.

👍 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 🙂