Concord Wealth Management
Boston, Massachusetts, United States
(8)
Boston, Massachusetts, United States
(8)
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.
8 customer reviews
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. More...
Reviewed on Facebook
Tyson Mannix
I have been a client of CWM for several months now. The customer service I recieved working with Nicole Leguern and Jeff Spencer has been fantastic. I have recommended some of my close friends and family and will continue to do so since they have all been able to take advantage of different services that has greatly benefited their families. I highly recommend CWM and their staff. More...
Reviewed on Facebook
Jessica Ritchotte
I have been a client of Nicole LeGuern for over 6 months now. She has gone above and beyond for me. She has given me so much advice and connected me with many people to help make my financial situation better. She continues on a daily basis to be there for me. She takes the time to explain why these changes would benefit me. I have to say I would not be where I am right now financially without her help. I look forward to continuing my relationship with her and learning more and more about how to prepare for my future. More...
Reviewed on Facebook
Danielle Gill
I would highly recommend Jeff Spencer to anyone looking for financial services. He's very helpful and knowledgable!
Reviewed on Facebook
Karen Davis
I met with Jeff for a review. He was professional and extremely helpful! I highly recommend meeting with Jeff for a free financial consultation.
Reviewed on Facebook
Debbie Concepcion
If you need a financial advisor that is knowledgeable and easy to work with then you should contact Jeff Spencer. I have sent clients to Jeff for assistance and they have always been happy with him and his services.
Reviewed on Facebook
Bill Campbell
Jeff Spencer is a knowledgeable, quality financial planner - highly recommend hiim.
Reviewed on Facebook
Rachel Ray
I never understood the importance of life insurance and how it plays into your overall financial plan until I started working at CWM. Our advisors are some of the best people I have ever met because they care so passionately about making sure you and your family are on the right path for your successful financial future. I wouldn't trust anyone else with such an important task. Not even myself! Thank you for the opportunity to be part of such an amazing organization!!! More...
Reviewed on Facebook
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.
