The Investing Concierge Reviews 

Working with Charbel was nothing short of amazing. With his guidance, i've finally taken the leap and started my investing journey. The best part is that I understand what I'm doing and how my plan projects towards my financial goals.

I’ve had a great experience working with Charbel. What I appreciate most is his ability to explain financial concepts in a simple and clear way, making everything easy to understand and apply. Thanks to his guidance, I feel much more confident in managing my finances and planning for the future.
He has helped me build a solid approach toward financial stability, ensuring I fully understand each step. His professionalism, clarity, and practical advice have made a real difference, and I truly feel more secure about my long-term financial goals.

I've had the pleasure of building my investing strategy with the investing concierge for the past 6 months and it's nothing short of a seamless and guided experience. Charbel was there every step of the way taking me through the simplest and the most advanced of concepts making sure that I know everything about what he's helping me build.

What I also like about the investing concierge is their proactive approach to so much with the many webinars, resources, and supplementary bits that are available to you at every step of the way, especially the introductory investment report that they provide you which gives you so much insight into the journey ahead!

From someone who had little to no knowledge of investing, I've turned into someone who is diligent, disciplined, and intentional about my financial growth and I have the investing concierge to thank for!

TIC helped me structure and grow my portfolio. The plans they provide are customised to individual needs, risk appetite, etc. as opposed to simple off-the-shelf plans. TIC also helped me implement the plan step by step (including choosing platforms, managing their expenses, etc.). Highly recommended for anyone trying not only to build a financial plan but also to understand the fundamentals that allows him/her to manage their portfolio going forward

I had a great experience working with Charbel. He helped me build a clear and practical financial plan and took the time to educate me so I could fully understand the strategy behind it. The sessions were very helpful and gave me a lot of confidence in the decisions we made.

He consistently went above and beyond with follow-up calls and messages, and was always available if I have any question. I also really appreciated the transparency and affordability of the fees, everything was clearly explained and there are no commissions on my profits like many others charge.

Overall, a very professional, supportive, and trustworthy advisor. Highly recommended.

Excellent service provided. Very professional and informative. I really am learning a lot specially since I have no experience with investing at all. I highly recommend Charbel , I have been working with him for the past year.

Charbel explains everything you need to know passionately. He really cares about the client which is why you can trust him

I highly recommend the Investing Concierge. They not only introduced me to investing in stocks and bonds, but also taught me how to do it properly.

What truly sets them apart is the hands-on, educational approach. No commissions. They charge purely for their expertise/time, which creates trust from day one. Every session felt tailored and thoughtful.

Their goal is uncommon... to make you fully independent. From the very beginning, the focus was on building my understanding, decision-making, and discipline/consistency, so that one day, I wouldn’t need to rely on them at all!

I’m already seeing tangible results from the way my portfolio is structured, and, more importantly, from how I now approach investing.

I’ve dealt with several investing professionals before, but The Investing Concierge stands out for their professionalism and integrity. They take time to explain everything and specially the small details. I’ve seen consistent growth in my portfolio thanks to their guidance.

My experience with the investing concierge has been remarkable. the sessions provide clear and practical guidance to people at every level of investment experience to set a clear long term plan and invest wisely. Highly recommended!

Incredible service. Could not recommend this more

I cannot recommend the investing concierge enough. I have tried more than 4 different companies throughout my adult life and all of them big names and all of them utterly useless.
The IC stands out is that they aren't trying to sell you anything, they have no vested interest in selling you a solution, a book, or anything apart from the flat fee you pay in the beginning. their no nonsense approach to investment as well as their solid advice has completely flipped my approach to investment and savings.
Thank you IC

Working with Charbel towards my financial freedom was a breath of fresh air. His approach is judgment-free, jargon-free and most importantly, to the point and customised to meet you where you're at. I feel I have much more clarity in reaching my financial goals, and an achievable financial routine to keep me committed. I highly recommend using the investing concierge as an ally to support your financial goals.

The clarity, the tailored approach, the continuous available support is excellent! Highly recommended to anyone who wants a healthy and sustainable future…

Coming from a creative background, I really didnt know where to start and felt overwhelmed thinking about securing my finances. Thankfully, TIC and Charbel's hands-on and patient approach, helped boost my sense of financial security and self esteem on the matter. Thank you!

I've known Charbel for over 10 years, and it’s been amazing to see his vision come to life. His commitment to making financial guidance simple, affordable, and accessible truly sets him apart.

The service I received was tailored to my personal goals and explained in a way that was clear, honest, and easy to follow — no jargon or pressure, just practical advice that actually makes sense. What really stands out is how much The Investing Concierge cares about helping everyday people, not just the wealthy elite.

If you're looking for trustworthy, down-to-earth financial guidance that actually empowers you to take control of your future, I highly recommend The Investing Concierge. It’s rare to find this level of expertise delivered with such a personal, mission-driven approach.

I started my journey with The Investing Concierge a couple of months ago with absolutely no background in investments—even some of the terminology was (and still is!) new to me. In the past, I had interacted with a few consultants, but they never felt like the right fit. Their focus was always on how much I was willing to invest rather than how they could genuinely help me achieve financial freedom. It quickly became clear that their priority was their commission, not my financial well-being.
With The Investing Concierge, the experience was completely different. Charbel put me at ease from the very start, taking the time to explain things clearly and reassuring me that no amount is too small to begin. His approach was refreshing—no pressure, no upselling, just genuine guidance tailored to my goals.
What stood out the most was how personalized the process was. Instead of a one-size-fits-all approach, Charbel designed a plan that aligned with my risk profile, financial situation, and long-term goals, making everything feel realistic and achievable. And the best part? The service is affordable!
For the longest time, I believed that investing was only for the ultra-wealthy and that I’d either lose money or struggle to understand the process. I now realize that was just a misconception—one that The Investing Concierge helped me break. Having someone guide me through every step has made this journey far less intimidating and so much more empowering.
If you’ve ever felt unsure about investing, I can confidently say that with the right guidance, anyone can start their investment journey—and The Investing Concierge is the perfect place to do so!

The investing concierge is a game changer! They guided me from being completely ignorant (and scared) regarding personal financial planning and investment to feeling in control of my finances and walking out with a clear, credible and easy-to-implement investment plan for the next 10+ years. The program is very well structured: 4 main sessions, a few quick check ins, homework & support material and unlimited support via email. More importantly, Charbel goes through it in a very clear and organized manner, diving into every detail and taking the time to clarify every notion as we go. By the end of it, I have the tools I need (personalized report and analysis, working sheets and investment app up and running) and feel empowered to control my own finances, as I learnt how to understand and interpret my expenses, maximize my savings, and most importantly invest them in stocks and bonds. On top of all that, Charbel is professional, sharp, helpful, knowledgeable, very kind, generous with time and guidance, and a pleasure to work with. A real coach. I look forward to continue applying what I’ve learnt and will definitely seek more services for my next financial objectives as I grow and evolve in both my professional and personal life. If you’re looking for help regarding anything finance, I can’t recommend the Investing Concierge enough! The quality of services, the expertise and the value for money are unbeatable! Thank you Charbel and team!

My experience with Charbel has been very good. He’s been very helpful and professional throughout the whole process. Can’t wait for our next meeting.

I have been trying to do things on my own for a while and I did not understand what I was doing, and I did not have a path and it was scary. Charbel helped me establish clear goals and gave me guidance on how to restructure my portfolio in a way that was in line with those goals. I loved how Charbel explained things in such simple way that I could finally understand. He adapted the plan twice to my needs. He answered any question I had in a timely manner and was always clear with his answers. While maintaining utmost professionalism, Charbel is also a very funny guy, so his sessions were extremely enjoyable and he made investment fun and exciting! I will be recommending him to those I care about! Highly highly recommend his services!!