Pension & Wealth Management Advisors - Waltham, Massachusetts

Pension & Wealth Management Advisors: Comprehensive Financial Planning and Expertise

Pension & Wealth Management Advisors is a distinguished firm specializing in comprehensive financial planning, investment services, and wealth management. Located at 800 South St Suite 160, Waltham, MA 02453, United States, they offer a wide range of services tailored to meet individual and corporate financial needs.

Services and Expertise

With a team of experienced financial advisors, financial consultants, and financial planners, the firm provides expert guidance in:

• Financial Planning: They help clients manage their finances, investments, and risks while planning for retirement, education, and life events.
• Investment Services: The firm offers investment management services, including portfolio diversification, asset allocation, and investment strategy development.
• Retirement Planning: Specializing in pension plans, they help businesses set up and manage retirement plans for their employees.
• Risk Management: They assist clients in identifying and mitigating financial risks, ensuring their assets are protected.
• Estate Planning: Their experts help clients plan for the distribution of their assets after their death, minimizing tax implications.

Client-Centric Approach

Pension & Wealth Management Advisors prides itself on its client-centric approach. They take the time to understand each client's unique financial situation, goals, and concerns. As one client put it, "From my first communication, everyone has been nothing but helpful, professional, and communicative."

They provide personalized, unbiased advice, always prioritizing the client's best interests. For instance, a client appreciated how they "got me to think about different options and potential impacts without any pressure."

Accessibility and Location

The firm's office is conveniently located in Waltham, Massachusetts, offering easy access to clients in the Boston metropolitan area. The office is wheelchair-accessible, with a wheelchair-accessible car park and wheelchair-accessible entrance for clients with mobility needs.

Online Presence and Reviews

The firm's website (pensionwealth.com) provides detailed information about their services, team, and resources. They can also be reached by phone at 781-810-0800.

With 15 reviews on Google My Business, the firm maintains an impressive average rating of 5/5. This reflects the high quality of service and client satisfaction that Pension & Wealth Management Advisors consistently delivers.

In conclusion, Pension & Wealth Management Advisors offers a comprehensive range of financial services, delivered with a client-centric approach. Their expertise, accessibility, and commitment to client satisfaction make them a trusted choice for individuals and businesses seeking reliable financial advice and management.

👍 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 🙂