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3 Best Financial Services in Boston, MA

Expert recommended Top 3 Financial Services in Boston, Massachusetts. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

CONCIERGE WEALTH MANAGEMENT

346 Commercial Street, Boston, MA 02109 DIRECTIONS

Since 2010

Here’s The Deal:
Concierge Wealth Management is a community-based firm dedicated to meeting the financial planning needs of families and individuals seeking independent, impartial, and detailed advice. Their services are tailored to each individual, family, or small business's unique, personalized needs. Their utmost goal is to provide customized strategies that can grow with clients throughout many life milestones. They offer comprehensive investment management and financial plan, coupled with objective advice and recommendations. They work objectively with integrity to collaborate with their clients and put their interests first by offering a holistic, all-encompassing approach beyond providing investment advice.

SPECIALTY:
Cash Flow, Debt and Risk Management, Asset Allocation, Portfolio Rebalancing, Pension Income Alternatives, Long-Term Care and Disability Income Insurance, Asset Liquidation, Educational Savings, and Qualified Retirement Savings Plans, Charitable Giving Strategies, Retirement, Tax & Business Succession Planning

The Five Star Wealth Manager Award for 2013 - 2017

[email protected]

conciergewm.com

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Mon-Thu: 9am - 6:30pm
Fri: 9:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

NORTHWESTERN MUTUAL - CIVIC FINANCIAL

20 Newbury Street, Floor 3, Boston, MA 02116 DIRECTIONS

Since 2013

Here’s The Deal:
Civic Financial is a full-service financial planning company for professionals and companies that specialises in tax-efficient wealth management, insurance, retirement, and estate planning. They are a multi-generational, full-service financial planning firm with several years of collective experience, with entrepreneurial millennials working with industry veterans. The Civic team comprises industry professionals and consultants with niche expertise designations, allowing them to offer legacy planning and financial advisory services to their multi-generational clients in a unique way. Their clients engage them as fee-based financial planners in a consultative or solutions-based planning and wealth management approach.

SPECIALTY:
Retirement, Financial Planning, Wealth Management, Tax Strategies, Insurance Planning, Long Term Care Planning, Withdrawal Strategies & Estate Planning Strategies

[email protected]

civicfinancial.nm.com

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Mon-Fri: 8am - 5pm
Sat: - 1pm
Sun: Closed

TBR® Inspection Report:

COMMONWEALTH FINANCIAL GROUP

101 Federal Street, Suite 800, Boston, MA 02110 DIRECTIONS

Since 1857

Here’s The Deal:
Commonwealth Financial Group is located in Boston. They educate and empower their clients to take steps towards achieving financial confidence. Their advisors collaborate with their clients’ existing advisory team to provide an integrated financial plan. CFG takes pride in delivering concepts, innovative ideas, and extraordinary service to over ninety-five thousand clients. Their mission is to maintain their position as a world-class provider of financial services by seeking to equip each of their clients with a clear path to economic confidence, as well as a true sense of financial clarity and empowerment. They offer comprehensive financial planning, investments, and insurance to individuals and their families. They look forward to the ongoing charge of current and future clients to achieve economic confidence.

SPECIALTY:
Disability Income Insurance, Complete Risk Management Analysis, Retirement Income Planning, Education Funding Strategies, Estate Tax Projections, Asset Allocation Analysis, Tax Minimization Strategies, Advanced Gifting Techniques, Family Business Integration, Long Term Care, Philanthropic Planning Ideas, Trust Services & Asset Management

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Mon-Sun: 8am - 4:30pm

TBR® Inspection Report: