Pension & Wealth Management Advisors - Waltham, Massachusetts

Pension & Wealth Management Advisors: Comprehensive Financial Services

Pension & Wealth Management Advisors is a distinguished financial services company, specializing in a wide array of financial planning and investment services. Located at Address: 800 South St Suite 160, Waltham, MA 02453, United States, the firm is committed to providing personalized and professional financial guidance to its clients.

Expertise and Services

With a strong focus on client-centric approach, Pension & Wealth Management Advisors offers an extensive range of services including:

• Financial Planning: They provide comprehensive financial plans tailored to each client's unique needs and goals.
• Investment Management: The firm manages investment portfolios, aiming to maximize returns while minimizing risks.
• Retirement Planning: They specialize in helping clients plan and prepare for a comfortable retirement.
• Estate Planning: Pension & Wealth Management Advisors assists clients in creating estate plans to protect their assets and ensure a smooth transition to their loved ones.
• Insurance Services: They provide guidance on insurance options to safeguard clients' financial well-being.

Client Experience

According to client reviews, Pension & Wealth Management Advisors stands out for its exceptional client service. Clients appreciate the firm's professionalism, communication, and genuine interest in their best interests. For instance, one client praised the team for their helpfulness, professionalism, and ability to present different options without any pressure.

Accessibility and Contact Information

The firm's office is wheelchair-accessible, with a dedicated parking spot and an accessible entrance. You can reach them via phone at 7818100800 or visit their website at pensionwealth.com.

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

👍 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 🙂