Top 5 Financial Services Companies in Concord

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Below is the list of Top 5 Financial Services Companies in Concord ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Concord

1. Twelve Points Wealth Management

Industry: Financial Services

Location: Concord, Massachusetts

Website: twelvepointswealth.com

Company Founded: 2014

Company Size: 11-50

Company Address: 9 Pond Lane, Concord, Massachusetts, United States

Twelve Points Wealth Management Contact Details

Name Title LinkedIn Phone Email
Mspfp Igor Tiguy Director, Planning Services And Co-cio
Requires/Intent
Fraud Detection & Prevention
Hedge Fund & Private Equity Consulting
Corporate Finance Strategy
Data Analytics & Business Intelligence
Business Strategy & Growth Consulting
and more

2. Thompson Wealth Management, Ltd.

Industry: Financial Services

Location: Concord, Massachusetts

Website: twmltd.com

Company Founded: 1991

Company Size: 1-10

Company Address: 30 Monument Square, Concord, Massachusetts, United States

Thompson Wealth Management, Ltd. Contact Details

Name Title LinkedIn Phone Email
Tiffany Moerke Director Of Operations And Client Services
Theresa Perre Financial Associate
Neal Thompson Manager
Requires/Intent
Financial Forecasting & Modeling
Cloud Computing Solutions
Risk Management & Compliance
and more

3. Journey Wealth Partners

Industry: Financial Services

Location: Concord, Massachusetts

Website: journeywealthpartners.com

Company Founded: 2008

Company Size: 1-10

Company Address: 747 Main Street, Concord, Massachusetts, United States

Journey Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Neil Collins Senior Financial Planner
Requires/Intent
Securities Trading & Brokerage
Mergers & Acquisitions Advisory
Financial Auditing & Reporting
API Integration For FinTech
Customer Relationship Management (CRM)
and more

Concord Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Mspfp Igor Tiguy Twelve Points Wealth Management Director, Planning Services And Co-cio
2 Tiffany Moerke Thompson Wealth Management, Ltd. Director Of Operations And Client Services
3 Theresa Perre Thompson Wealth Management, Ltd. Financial Associate
4 Neal Thompson Thompson Wealth Management, Ltd. Manager
5 Neil Collins Journey Wealth Partners Senior Financial Planner

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