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Concord Wealth ManagementFinancial advisor in Wakefield, MA

Concord Wealth Management is a financial advisor at 701 Edgewater Dr Ste 310, Wakefield, MA 01880, ranked #24 of 87 wealth managers in Wakefield and rated 4.3 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Wakefield, MAUpdated 0 paid placements in any rankingHow we rank

Call (781) 966-2980

Key facts

Key facts about Concord Wealth Management
Address701 Edgewater Dr Ste 310, Wakefield, MA 01880Get directions
Phone(781) 966-2980
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.3 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Wakefield and 11 towns within 25 miles: Lynnfield, Reading, North Reading, Stoneham, Saugus, Melrose, South Peabody, Peabody, Woburn, Lynn and Wilmington.

Based in Wakefield, MAView on map

Opening hours

Opening hours for Concord Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Concord Wealth Management

How is Concord Wealth Management ranked in Wakefield?

Concord Wealth Management is ranked #24 of 87 wealth managers in Wakefield by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Concord Wealth Management’s hours?

Concord Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Concord Wealth Management serve?

Serves Wakefield and 11 towns within 25 miles: Lynnfield, Reading, North Reading, Stoneham, Saugus, Melrose, South Peabody, Peabody, Woburn, Lynn and Wilmington. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Concord Wealth Management?

Concord Wealth Management has a rating of 4.3 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Concord Wealth Management?

Call Concord Wealth Management on (781) 966-2980. The business is at 701 Edgewater Dr Ste 310, Wakefield, MA 01880. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Concord Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Concord Wealth Management (this business)—644.3 (6)NoNo
Nightingale Wealth Solutions (NWS Advisors)#22644.8 (21)NoNo19.4 mi
Apex Wealth Group#23645.0 (12)NoNo15.5 mi
Peabody Wealth Advisors#25644.9 (7)NoNo4.4 mi

See all 87 ranked wealth managers in Wakefield