Reviews of Concord Wealth Management (Financial Consultant)

Chris Dennis

Representatives from Concord Wealth Management have been calling employees at my office stating that our HR department has appointed them to come to our office and they are trying to set up financial planning appointments on site at our office. However, our company is not affiliated with Concord Wealth Management nor have we done any business with them in the past. This is not a service our HR is offering. Deceitful.

joseph Bottari

My experience with Concord Wealth Management was excellent. Omama Marzuq was exceptional. She has great relationships with her clients and they call her a friend! Her depth of understanding of painting a financial picture was extremely helpful and she helps get you to where you want to go. Omama is the best!

Chris Dennis

Representatives from Concord Wealth Management have been calling employees at my office stating that our HR department has appointed them to come to our office and they are trying to set up financial planning appointments on site at our office. However, our company is not affiliated with Concord Wealth Management nor have we done any business with them in the past. This is not a service our HR is offering. Deceitful.

joseph Bottari

My experience with Concord Wealth Management was excellent. Omama Marzuq was exceptional. She has great relationships with her clients and they call her a friend! Her depth of understanding of painting a financial picture was extremely helpful and she helps get you to where you want to go. Omama is the best!

Christa L Emerson

Jeff knows his stuff. If you are looking for sound financial advice from someone who will give it to you straight, he's your guy!

Christa L Emerson

Jeff knows his stuff. If you are looking for sound financial advice from someone who will give it to you straight, he's your guy!

Alexandra Swan

I became a client of CWM about six months ago. It was one of the best decisions I made for myself in recent memory. I needed guidance--getting my finances in order, figuring out what to do with previous employers' retirement accounts, how to start saving towards different financial goals. My experience was exceptional. I now have a trusted partner to help me managing my finances and I trust the CWM has my best interests at heart. I highly recommend the whole CWM team.

Alexandra Swan

I became a client of CWM about six months ago. It was one of the best decisions I made for myself in recent memory. I needed guidance--getting my finances in order, figuring out what to do with previous employers' retirement accounts, how to start saving towards different financial goals. My experience was exceptional. I now have a trusted partner to help me managing my finances and I trust the CWM has my best interests at heart. I highly recommend the whole CWM team.