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Modern Wealth Builders, LLC

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Woburn, United States

modernwealthbuilders.com
Financial planner· Financial consultant· Investment service· Tax consultant

Modern Wealth Builders, LLC Reviews | Rating 5 out of 5 stars (5 reviews)

Modern Wealth Builders, LLC is located in Woburn, United States on 7 Beacon St #7r. Modern Wealth Builders, LLC is rated 5 out of 5 in the category financial planner in United States.

Address

7 Beacon St #7r

Phone

+1 5086870723

Service options

Online appointments

Amenities

Toilets

Accessibility

Wheelchair-accessible toilet

Open hours

...
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Annie Tai

TJ was recommended to me by a friend, he is very responsive and comprehensive with setting up a investment plan and walking me through it. I don’t know much about financing, but I feel confident and trust that I am in good hands working with him.

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Ashley Ryan

I had been managing our finances pretty comfortably, but wanted a professional opinion on what I was doing since setting your family up for financial success is a big responsibility! We opted to work with TJ and he's been great. He has fine-tuned our strategy, listens to our goals and explains what we need to do to get there. As someone with an interest in personal finance, TJ works with me instead of talking down to me and always takes the time to explain everything he's doing when we have questions. When I started a new job, I sent a copy of my benefits and stocks and we quickly worked out a plan together to take advantage of all of the opportunities. TJ is incredibly responsive, replying to emails almost immediately. He offers a full suit of technical tools for tracking our investments and wholistic financial health. I know our future financial freedom is in great hands with TJ.

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Mia Tantillo

I've been a client of TJ's for about a year now. Since working with him I am much more confident in the long term financial goals I have set for myself and my ability to reach them. He is incredibly professional, thorough, and knowledgeable. I recommend him to anyone looking for a financial planner.

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Ty Walker

TJ is an excellent catalyst for building (and maintaining) a strong financial foundation. His ability to make a complex topic simple is extremely valuable. TJ's response time is often within minutes of an inquiry. I can be an overzealous person. By working with Modern Wealth Builders (MWB), we can breathe easier knowing that we are in good hands. The tools that MWB provides to the client are impressive - automation and savings strategies, Net Worth tracking and retirement planning. An all in one package. MWB philosophy is simple, be as efficient as possible, and let your money work for you. TJ will introduce many sound ideas and savvy tools to help. Dedicated to lifelong learning, TJ is meticulous when it comes to dissecting industry news and technologies. Thank you for giving us the confidence to make our dream of financial freedom a reality. Highly Recommend.

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Madeleine Penicaud

I never pictured myself working with a Financial Planner, especially at this point in my life, but when I started working for a company that provided me with a lot of stock options and benefits I felt in over my head. I reached out to TJ and he walked me through all my options and now helps me take advantage of them in ways that make sense for my current financial/life goals. I don't think I would trust or feel comfortable working with anyone else.

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