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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

WHAT OUR CLIENTS ARE SAYING

Kelly M.

Client

“In a year that brought unexpected challenges and profound personal loss, the support of the Concord River Financial Group proved to be a beacon of hope and stability.

Navigating the complex and often overwhelming world of finance during such a turbulent period could have been an insurmountable task without the expert advice, compassionate approach, and unwavering dedication of Rick West.

From the moment I engaged with his team, it was clear that the Concord River Financial Group was not just about financial planning: they were about building a relationship founded on trust, empathy and understanding. They took the time to listen to my situation, understand my immediate needs and long- term goals and provided tailored advice that made all the difference.

Their professionalism and expertise were evident in EVERY interaction. Yet, it was their ability to connect on a human level that truly sets them apart. During a time when making decisions seemed impossible, they offered clarity and reassurance, ensuring I was informed and comfortable with the steps we were taking together.

Thanks to Concord River Financial Group, I was able to navigate through the most difficult year of my life with a sense of security and optimism for the future. I am profoundly grateful for their support and cannot recommend their services highly enough to anyone facing financial uncertainty or seeking a compassionate and skilled team to help manage their financial affairs.“



This statement is a testimonial by a client of the financial professional as of 02/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Nadia P.

Client

“Rick happens to be one of those exceptional people who, despite their brilliant success, manages to remain humble, kind and generous.

Now, who would not want to have such a financial advisor? ”

This statement is a testimonial by a client of the financial professional as of 03/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

John S.

Client

“Thanks to Eric for always being so prompt in getting back to me when I call and have a question,

as well as reminding me when I should make changes. I very much appreciate the quick return call, as well as the professionalism and help. I would highly recommend him! Thanks again! ”

This statement is a testimonial by a client of the financial professional as of 04/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.