Concord Wealth Management

Concord Wealth Management

Concord Wealth Management locationBoston, Massachusetts, United States

(1 Review)

As a Financial Advisor with Concord Wealth Management, I help small business owners find ways to protect more of their assets, keep more income and build more personal wealth while preserving their business for the future. It all comes down to finding solutions for properly managing their risks today – including ways to retain their key employees – while making sure that they will have enough money to exit the business when the time comes.

Concord Wealth Management Reviews

Reviews


Review of Concord Wealth Management by Michael Perry
5 Michael Perry

Zac was able to help me and my family with some complicated life insurance needs. Zac was very knowledgeable and extremely professional. I would highly recommend Zac to anyone in need of financial services.

Concord Wealth Management


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Concord Wealth Management Q&A

Company Q&A

What do you love most about your job?

The best part of my job is being able to impact someone's life by providing them financial help they may not have known they had access to before. Changing the course of someone's life is an incredible feeling.

What inspired you to start your own business?

I grew up with two parent's who owned their own business. I was able to experience first hand exactly what it takes to be successful and what pitfalls to avoid when you are building up a business. Working for yourself is one of the most rewarding decisions you will make in your life, and I help ensure that you can continue to feel that satisfaction for years to come.

Why should our clients choose you?

I take the time to understand your needs by getting to know you first. I believe a lot of my job is connecting with my clients and becoming a part of their business. If you are looking for a transaction, I am not your guy. If you want a dedicated member of your team, you're in the right place.

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