This place clearly doesn't train its advisors. The staff is uneducated and clearly not looking out…read morefor the clients best interests. Save yourself time and go somewhere that will actually care about your money

I have had an amazing experience since the moment I stepped into the office here at Concord Wealth…read moreManagement. The leadership is incredible and motivating. I chose to continue my career here because of the open architecture and support in the ability to help my clients reach financial success. The fact that my own career is greatly benefitting from this decision is also a wonderful byproduct. I look forward to continuing my growth within leadership here with Concord Wealth, as well as helping more families and small businesses who honor me with being their financial planner.

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

Joe has been doing my taxes for some five years now. He helped me get out of tax issues I had with…read morethe state related to a failed business. He knew exactly how to present my situation to the state tax authorities and got me off the hook. He is a knowledgeable professional. In all matters relating to taxation, you are in good hands.

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

Steve has helped me over many years. He has treated me the same, regardless of how much I have…read moreinvested with him. He's very open and communicative and transparent to fees and activities. I have zero concerns that Steve will make my retired life amazing. Open communication is key and Steve and his team are all rock stars! I started with him in MA but when I moved back to CA he extended his license to still be able to work with me. That meant a lot to me! You won't be disappointed!