We are an Independent Financial Advisor - Which means that unlike our larger competitors (like banks and institutional financial services providers), we create a customized investment portfolio to better serve your needs. Every financial plan is tailored to the needs of the customer and their family. Being independent gives us the freedom to explore all investment vehicles to find the combination of products that may be right for your portfolio and to fit your plans. We are not beholden to any particular financial company's products, services or sales goals. We think you should retire on your terms, not someone else's.
We Offer Personalized, Attentive Service - WCFG is your community financial advisor, so we put our customers first at all times. We understand the frustrations of dealing with large financial institutions. We know what it's like to be treated as just another account number, to be bounced from one customer service representative to another, and to get different answers to the same question on the same day. At WCFG, we do our best to provide same day answers to the questions that concern you and your family. (Click here to read our Service Pledge.)
We are Community Based - Located on Main Street, in the heart of Waltham's Banks Square, our goal is to become the financial advisor to the greater-Waltham community. Our business isn't built on advertising; it comes mainly from word-of-mouth. We rely on the positive* results our services generate for our customers, who in turn refer family, friends and co-workers. In order for us to be a success, our customers must succeed first.
*Not all investments are alike. Past performance is no guarantee of future results. Accounts may lose value.