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Cadence Wealth Management

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Westborough, United States

cadencewm.com
Financial plannerFinancial consultantInvestment service· Financial planner· Financial consultant· Investment service

Cadence Wealth Management Reviews | Rating 4 out of 5 stars (3 reviews)

Cadence Wealth Management is located in Westborough, United States on 1800 W Park Dr #330. Cadence Wealth Management is rated 4 out of 5 in the category financial plannerfinancial consultantinvestment service in United States.

Address

1800 W Park Dr #330

Phone

+1 5088980400

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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B

Bob Warner

I’ve been with Cadence for over ten years now. While investment performance over time may not reach the benchmark S&P 500, I’ve been satisfied with the returns, the investment strategy and the lack of portfolio volatility. I’ve appreciated the ability to get timely advice ahead of major financial decisions. Casey is very and his team are very responsive and I find our periodic meetings during the year to be very helpful. If you’re an aggressive investor chasing the highest returns, this may not be the right firm for you. On the other hand, if you’re someone who is seeking decent returns with less market-related stress during periods of volatility, give Cadence a look. I really appreciate the way they explain their investment strategy, especially when looking back at historical trends.

S

Shirish N

Great customer service. Not so great portfolio performance. Also realized quite a few funds were front-loads; wasn't too happy.

J

John Larochelle

I have been a client for over 10 years now and couldn't imagine using anyone else to advise me on my finances. Greg, Casey, and Nick have helped guide me from when I was a clueless young professional with thousands in credit card debt to a point where I had no debt and achieved my goal of buying my first home. When I made the big decision to give up my career for a life of service to the Church Greg was right there with me giving great advice and supporting me in reaching my goals, no matter what. I highly recommend Greg and the whole team at Cadence no matter what your situation in life.

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