Congress Wealth Management

6345 Woodside Ct #100
Columbia, MD 21046 410-995-6630

Ratings

?
?%    

Consumer Ratings for Congress Wealth Management — 17 Ratings

Register here and see full info on Congress Wealth Management, FREE.
Percent of customers who rated service "superior" for:
Giving helpful advice
?
?%    
Doing work properly
?
?%    
Promptness/responsiveness
?
?%    
Overall quality
?
?%    

Consumer Comments for Congress Wealth Management

Register here and see full info on Congress Wealth Management, FREE.
Consumer from Germantown, MD
Feb 21, 2023
Recommended
They are more conservative so will lag the markets in an up market but perform less poorly when the markets are down. If you are starting new than I would suggest to look at other options. If closer to retirement then they might be a good fit. They have recently been acquired by Congress Wealth out of Massachusetts
Consumer from Germantown, MD
Nov 02, 2020
Not Recommended
Consumer from Germantown, MD
Jun 07, 2020
Not Recommended
Very conservative. When markets go down they do not go down as much so good for older conservative investors. Their performance is quite below market when markets are going up so not good for younger investors with longer term plans.

...and 14 more consumer comments for Congress Wealth Management