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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.
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 | Phone | ||
---|---|---|---|---|
Mspfp Igor Tiguy | Director, Planning Services And Co-cio |
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 | Phone | ||
---|---|---|---|---|
Tiffany Moerke | Director Of Operations And Client Services | |||
Theresa Perre | Financial Associate | |||
Neal Thompson | Manager |
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 | Phone | ||
---|---|---|---|---|
Neil Collins | Senior Financial Planner |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
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 |
Financial Services companies in different cities of Massachusetts