News

The Penn Mutual Life Insurance Company’s Local Boston Agency Recognized as a Top Financial Firm

Concord Wealth Management honored among top in the region by Expertise.com

HORSHAM, Pa. – August 13, 2017 The Penn Mutual Life Insurance Company (Penn Mutual) is honored to announce that its local Boston agency, Concord Wealth Management, was named as one of the “Best Financial Advisors in Boston 2017” by Expertise.com.

As stated by Expertise.com, “Concord Wealth Management is a team of seasoned financial advisors in Waltham. The firm caters to millennials, retirees, and anyone seeking to make sound investment decisions, and it gives back to the community through Habitat for Humanity and other charities. Concord Wealth Management shares valuable information through its website, including the article ‘What Can a Million Dollars Buy for You?’ and it also offers a free, downloadable mobile app that enables clients to ask questions and receive market updates.”

Expertise.com carefully evaluated over 150 firms in the Boston area across five categories. The top 17 financial advising firms were chosen upon the criteria of having an outstanding service reputation, credibility among customers, expertise in experience and education, availability and responsiveness of advisers, and professionalism.

 “I am extremely proud to be recognized for the quality of service that we provide,” says John Laurito, CFP®, ChFC, CRPC, president and CEO of Concord Wealth Management. “At Concord Wealth Management, we put a top priority on continually advancing our expertise to provide our clients with the utmost financial advice and service. This is a tremendous acknowledgement to be recognized as one of the best among a fine group of firms.”

About The Penn Mutual Life Insurance Company
Since 1847, Penn Mutual has been driven by our purpose to create a world of possibilities. At the heart of this purpose is the belief that purchasing life insurance is the most protective, responsible and rewarding action a person can take, and is central to a sound financial plan. The company is committed to helping families unlock life’s possibilities through life insurance and annuity solutions. This is accomplished through a national network of financial professionals, who help clients make great things possible. Penn Mutual supports its field representatives with brokerage services through Hornor, Townsend & Kent, Inc., Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. Visit Penn Mutual on the Internet at http://www.pennmutual.com/.


Contact

Haley Rosa
Gregory FCA
610-228-2805

Keith Bratz
Penn Mutual
(215) 956-7907



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