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Proficient Wealth Counselors

Financial Planner

5.0★★★★★(2 reviews, from external sources)

Business Contact

Gerald Loftin
Principal
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Contact Information

Proficient Wealth Counselors
77 Access Rd STE 6, Norwood, MA 02062
Norwood
Get Directions
Open — closes at 5:00 PM9:00 AM – 5:00 PM
  • Monday9:00 AM – 5:00 PM
  • Tuesday9:00 AM – 5:00 PM
  • Wednesday9:00 AM – 5:00 PM
  • Thursday9:00 AM – 5:00 PM
  • Friday9:00 AM – 5:00 PM
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Business Description

Proficient Wealth Counselors is a firm dedicated to providing honest and credible financial advice to clients, free from sales pressures, commissions, and quotas. Each advisor holds the CERTIFIED FINANCIAL PLANNER™ certification and maintains professional memberships, ensuring clients benefit from the latest developments in financial guidance. The firm's mission is to provide the best possible financial advice at an affordable cost, developing, implementing, and reviewing plans that meet clients' needs and goals.

Annual Sales
< $500,000
Founded
2001
Years in Business
25
Restroom
Yes
Wheelchair Accessible
Parking, Restroom, Yes

Industry: Legal and Financial » Financial Planner

Engaged in:
  • Financial Planner
ISIC Codes
6619
NAICS Codes
5239

Questions & Answers

  1. 1.How long has Proficient Wealth Counselors been in business?

    Proficient Wealth Counselors has been in business for 25 years.

  2. 2.What is Proficient Wealth Counselors's phone number?

    Proficient Wealth Counselors's phone number is (781) 278-9488.

  3. 3.Where is Proficient Wealth Counselors located?

    Proficient Wealth Counselors is located at 77 Access Rd STE 6, Norwood, MA 02062. Get Directions.

  4. 4.What are Proficient Wealth Counselors's hours?

    Proficient Wealth Counselors is open during the following hours: weekdays: 9:00 AM – 5:00 PM.

  5. 5.Who is the primary contact at Proficient Wealth Counselors?

    The primary contact at Proficient Wealth Counselors is Gerald Loftin (Principal). You can reach them at g.lostin@proficientwealth.com.

  6. 6.Who else works at Proficient Wealth Counselors?

    Proficient Wealth Counselors also has 6 other listed contacts: Joanne Maianda, Charles Tilden, Kathryn Hand- Savage, Veronica Loftin, Samantha Hanifan, Margaret Horan.

  7. 7.What is Proficient Wealth Counselors's website?

    Proficient Wealth Counselors's website is www.proficientwealth.com.

  8. 8.What is Proficient Wealth Counselors's annual sales?

    Proficient Wealth Counselors has annual sales of approximately < $500,000.

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